BRWA
SMAR

B. Riley Wealth Advisors’s Smartsheet Inc. SMAR Stock Holding History

B. Riley Wealth 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
Q2 		– Sell
-4,542
Closed -$249K – 1407
2022
Q1 		$249K Buy
4,542
+1,180
+35% +$67.4K 0.01% 1099
2021
Q4 		$260K Buy
+3,362
New +$235K 0.01% 1143
2021
Q1 		– Sell
-3,085
Closed -$214K – 1424
2020
Q4 		$214K Buy
+3,085
New +$181K 0.01% 901
2019
Q3 		– Sell
-8,700
Closed -$422K – 860
2019
Q2 		$422K Buy
+8,700
New +$370K 0.05% 438

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
NPCM
North Peak Capital Management New York $601M AUM 0.2% 1-Year Est. Return
AllianceBernstein
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.57B AUM 3.13% 1-Year Est. Return

B. Riley Wealth Advisors's SMAR Position: Q2 2022 in Review

B. Riley Wealth Advisors sold out of Smartsheet Inc. (SMAR) in Q2 2022, closing a stake of 4,542 shares — an estimated $249K sold.

B. Riley Wealth Advisors first reported a position in SMAR in Q2 2019 and held it in 4 quarters. The position peaked at $422K in Q2 2019. 302 funds tracked by Wall St. Rank hold SMAR as of Q2 2022.

  • B. Riley Wealth Advisors reported no remaining Smartsheet Inc. position as of Q2 2022 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 4,542 Smartsheet Inc. shares in Q2 2022, an estimated $249K.
  • B. Riley Wealth Advisors first reported a position in Smartsheet Inc. in Q2 2019 and held it in 4 quarters.
  • B. Riley Wealth Advisors's Smartsheet Inc. position peaked at $422K in Q2 2019.
  • 302 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q2 2022.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.