AIC
SMAR

Ameritas Investment Company’s Smartsheet Inc. SMAR Stock Holding History

Ameritas Investment Company’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
2021
Q2 		– Sell
-50
Closed -$3.2K – 2148
2021
Q1 		$3.2K Buy
+50
New +$3.5K ﹤0.01% 1822
2019
Q1 		– Sell
-1,000
Closed -$25K – 1825
2018
Q4 		$25K Buy
+1,000
New +$24.9K 0.01% 806

Other funds holding SMAR

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
DAM
Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
FAM
Foxhaven Asset Management Charlottesville, Virginia $3.19B AUM 12.34% 1-Year Est. Return

Ameritas Investment Company's SMAR Position: Q2 2021 in Review

Ameritas Investment Company sold out of Smartsheet Inc. (SMAR) in Q2 2021, closing a stake of 50 shares — an estimated $3.2K sold.

Ameritas Investment Company first reported a position in SMAR in Q4 2018 and held it in 2 quarters. The position peaked at $25K in Q4 2018. 319 funds tracked by Wall St. Rank hold SMAR as of Q2 2021.

  • Ameritas Investment Company reported no remaining Smartsheet Inc. position as of Q2 2021 after selling out during the quarter.
  • Ameritas Investment Company sold 50 Smartsheet Inc. shares in Q2 2021, an estimated $3.2K.
  • Ameritas Investment Company first reported a position in Smartsheet Inc. in Q4 2018 and held it in 2 quarters.
  • Ameritas Investment Company's Smartsheet Inc. position peaked at $25K in Q4 2018.
  • 319 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q2 2021.

Based on Ameritas Investment Company's 13F filing for Q2 2021, filed 16 Aug 2021.