Bank Julius Baer & Co
SMAR

Bank Julius Baer & Co’s Smartsheet Inc. SMAR Stock Holding History

Bank Julius Baer & Co’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
Q1 		– Sell
-250
Closed -$19K – 835
2021
Q4 		$19K Buy
+250
New +$17.5K ﹤0.01% 745
2021
Q1 		– Sell
-3,189
Closed -$221K – 915
2020
Q4 		$221K Buy
+3,189
New +$187K ﹤0.01% 563

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 $6.73T AUM 46.02% 1-Year Est. Return
NPCM
North Peak Capital Management New York $601M AUM 0.2% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
TCG
Tremblant Capital Group West Palm Beach, Florida $3.11B AUM 18.12% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Bank Julius Baer & Co's SMAR Position: Q1 2022 in Review

Bank Julius Baer & Co sold out of Smartsheet Inc. (SMAR) in Q1 2022, closing a stake of 250 shares — an estimated $19K sold.

Bank Julius Baer & Co first reported a position in SMAR in Q4 2020 and held it in 2 quarters. The position peaked at $221K in Q4 2020. 322 funds tracked by Wall St. Rank hold SMAR as of Q1 2022.

  • Bank Julius Baer & Co reported no remaining Smartsheet Inc. position as of Q1 2022 after selling out during the quarter.
  • Bank Julius Baer & Co sold 250 Smartsheet Inc. shares in Q1 2022, an estimated $19K.
  • Bank Julius Baer & Co first reported a position in Smartsheet Inc. in Q4 2020 and held it in 2 quarters.
  • Bank Julius Baer & Co's Smartsheet Inc. position peaked at $221K in Q4 2020.
  • 322 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2022.

Based on Bank Julius Baer & Co's 13F filing for Q1 2022, filed 9 May 2022.