BAM
SMAR

Belpointe Asset Management’s Smartsheet Inc. SMAR Stock Holding History

Belpointe Asset 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
Q2 		– Sell
-640
Closed -$30.6K – 3526
2023
Q1 		$30.6K Hold
640
– – ﹤0.01% 2039
2022
Q4 		$25.2K Buy
+640
New +$21.8K ﹤0.01% 2015
2021
Q3 		– Sell
-1,630
Closed -$118K – 1254
2021
Q2 		$118K Buy
+1,630
New +$102K 0.01% 1063

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Belpointe Asset Management's SMAR Position: Q2 2023 in Review

Belpointe Asset Management sold out of Smartsheet Inc. (SMAR) in Q2 2023, closing a stake of 640 shares — an estimated $30.6K sold.

Belpointe Asset Management first reported a position in SMAR in Q2 2021 and held it in 3 quarters. The position peaked at $118K in Q2 2021. 344 funds tracked by Wall St. Rank hold SMAR as of Q2 2023.

  • Belpointe Asset Management reported no remaining Smartsheet Inc. position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 640 Smartsheet Inc. shares in Q2 2023, an estimated $30.6K.
  • Belpointe Asset Management first reported a position in Smartsheet Inc. in Q2 2021 and held it in 3 quarters.
  • Belpointe Asset Management's Smartsheet Inc. position peaked at $118K in Q2 2021.
  • 344 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.