Aviva
SMAR

Aviva’s Smartsheet Inc. SMAR Stock Holding History

Aviva’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
Q1 		– Sell
-26,081
Closed -$1.81M – 985
2020
Q4 		$1.81M Sell
26,081
-21,144
-45% -$1.24M 0.01% 698
2020
Q3 		$2.33M Buy
47,225
+1,355
+3% +$65.4K 0.01% 663
2020
Q2 		$2.34M Sell
45,870
-37,228
-45% -$1.9M 0.01% 634
2020
Q1 		$3.45M Buy
+83,098
New +$3.77M 0.03% 621

Other funds holding SMAR

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 $5.72T AUM 30.48% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Aviva's SMAR Position: Q1 2021 in Review

Aviva sold out of Smartsheet Inc. (SMAR) in Q1 2021, closing a stake of 26,081 shares — an estimated $1.81M sold.

Aviva first reported a position in SMAR in Q1 2020 and held it in 4 quarters. The position peaked at $3.45M in Q1 2020. 278 funds tracked by Wall St. Rank hold SMAR as of Q1 2021.

  • Aviva reported no remaining Smartsheet Inc. position as of Q1 2021 after selling out during the quarter.
  • Aviva sold 26,081 Smartsheet Inc. shares in Q1 2021, an estimated $1.81M.
  • Aviva first reported a position in Smartsheet Inc. in Q1 2020 and held it in 4 quarters.
  • Aviva's Smartsheet Inc. position peaked at $3.45M in Q1 2020.
  • 278 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2021.

Based on Aviva's 13F filing for Q1 2021, filed 13 May 2021.