BHWM
SMAR

Beaird Harris Wealth Management’s Smartsheet Inc. SMAR Stock Holding History

Beaird Harris Wealth Management’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
2023
Q1 		– Sell
-74
Closed -$2.91K – 766
2022
Q4 		$2.91K Buy
+74
New +$2.52K ﹤0.01% 516

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Beaird Harris Wealth Management's SMAR Position: Q1 2023 in Review

Beaird Harris Wealth Management sold out of Smartsheet Inc. (SMAR) in Q1 2023, closing a stake of 74 shares — an estimated $2.91K sold.

Beaird Harris Wealth Management first reported a position in SMAR in Q4 2022 and held it in 1 quarter. The position peaked at $2.91K in Q4 2022. 358 funds tracked by Wall St. Rank hold SMAR as of Q1 2023.

  • Beaird Harris Wealth Management reported no remaining Smartsheet Inc. position as of Q1 2023 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 74 Smartsheet Inc. shares in Q1 2023, an estimated $2.91K.
  • Beaird Harris Wealth Management first reported a position in Smartsheet Inc. in Q4 2022 and held it in 1 quarter.
  • Beaird Harris Wealth Management's Smartsheet Inc. position peaked at $2.91K in Q4 2022.
  • 358 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2023.

Based on Beaird Harris Wealth Management's 13F filing for Q1 2023, filed 24 Apr 2023.