American Portfolios Advisors’s Smartsheet Inc. SMAR Stock Holding History

American Portfolios Advisors’s Portfolio SMAR Stock Details SMAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$17.7K	Sell	515 -138	-21%	-$4.68K	﹤0.01%	2250
2022 Q2	$20.5K	Sell	653 -48	-7%	-$1.99K	﹤0.01%	2218
2022 Q1	$38.4K	Buy	701 +10	+1%	+$571	﹤0.01%	2007
2021 Q4	$53.5K	Buy	691 +45	+7%	+$3.14K	﹤0.01%	1834
2021 Q3	$44.5K	Buy	646 +15	+2%	+$1.1K	﹤0.01%	1835
2021 Q2	$45.6K	Buy	631 +6	+1%	+$374	﹤0.01%	1770
2021 Q1	$40K	Buy	625 +56	+10%	+$3.92K	﹤0.01%	1705
2020 Q4	$39.4K	Buy	569 +7	+1%	+$410	﹤0.01%	1514
2020 Q3	$27.8K	Buy	562 +9	+2%	+$435	﹤0.01%	1549
2020 Q2	$28.2K	Buy	553 +238	+76%	+$12.1K	﹤0.01%	1505
2020 Q1	$13.1K	Hold	315	–	–	﹤0.01%	1709
2019 Q4	$14.2K	Hold	315	–	–	﹤0.01%	1862
2019 Q3	$11.3K	Hold	315	–	–	﹤0.01%	1885
2019 Q2	$15.2K	Hold	315	–	–	﹤0.01%	1760
2019 Q1	$12.8K	Hold	315	–	–	﹤0.01%	1734
2018 Q4	$7.83K	Hold	315	–	–	﹤0.01%	1716
2018 Q3	$9.85K	Hold	315	–	–	﹤0.01%	1763
2018 Q2	$8.18K	Buy	+315	New	+$7.49K	﹤0.01%	1799

Other funds holding SMAR

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

NPCM

North Peak Capital Management New York $601M AUM 0.2% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

DAM

Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

DCM

Dorsal Capital Management Redwood City, California $2.57B AUM 3.13% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

American Portfolios Advisors's SMAR Position: Q3 2022 in Review

American Portfolios Advisors reduced its Smartsheet Inc. (SMAR) stake by 21% in Q3 2022, selling an estimated $4.68K and leaving 515 shares worth $17.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2250.

American Portfolios Advisors first reported a position in SMAR in Q2 2018 and has held it in 18 quarters since. The position peaked at $53.5K in Q4 2021. 293 funds tracked by Wall St. Rank hold SMAR as of Q3 2022.

American Portfolios Advisors held 515 shares of Smartsheet Inc. worth $17.7K as of Q3 2022.
American Portfolios Advisors sold 138 Smartsheet Inc. shares in Q3 2022, an estimated $4.68K.
Smartsheet Inc. made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2250 holding.
American Portfolios Advisors first reported a position in Smartsheet Inc. in Q2 2018 and has held it in 18 quarters since.
American Portfolios Advisors's Smartsheet Inc. position peaked at $53.5K in Q4 2021.
293 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.