BAIA
SMAR

Bel Air Investment Advisors’s Smartsheet Inc. SMAR Stock Holding History

Bel Air Investment 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
2021
Q2 		$3.46M Buy
47,901
+43,099
+898% +$2.69M 0.11% 95
2021
Q1 		$307K Buy
+4,802
New +$336K 0.01% 324

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
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 $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
FAM
Foxhaven Asset Management Charlottesville, Virginia $3.19B AUM 12.34% 1-Year Est. Return

Bel Air Investment Advisors's SMAR Position: Q2 2021 in Review

Bel Air Investment Advisors increased its Smartsheet Inc. (SMAR) stake by 898% in Q2 2021, buying an estimated $2.69M and bringing the position to 47,901 shares worth $3.46M. The position accounts for 0.11% of the portfolio, ranked #95.

Bel Air Investment Advisors first reported a position in SMAR in Q1 2021 and has held it in 2 quarters since. 319 funds tracked by Wall St. Rank hold SMAR as of Q2 2021.

  • Bel Air Investment Advisors held 47,901 shares of Smartsheet Inc. worth $3.46M as of Q2 2021.
  • Bel Air Investment Advisors bought 43,099 Smartsheet Inc. shares in Q2 2021, an estimated $2.69M.
  • Smartsheet Inc. made up 0.11% of Bel Air Investment Advisors's portfolio in Q2 2021, its #95 holding.
  • Bel Air Investment Advisors first reported a position in Smartsheet Inc. in Q1 2021 and has held it in 2 quarters since.
  • 319 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.