BFEC
SMAR

Benjamin F. Edwards & Company’s Smartsheet Inc. SMAR Stock Holding History

Benjamin F. Edwards & Company’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
Q3 		– Sell
-605
Closed -$44K – 1781
2021
Q2 		$44K Buy
+605
New +$37.8K ﹤0.01% 1058

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 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
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Benjamin F. Edwards & Company's SMAR Position: Q3 2021 in Review

Benjamin F. Edwards & Company sold out of Smartsheet Inc. (SMAR) in Q3 2021, closing a stake of 605 shares — an estimated $44K sold.

Benjamin F. Edwards & Company first reported a position in SMAR in Q2 2021 and held it in 1 quarter. The position peaked at $44K in Q2 2021. 320 funds tracked by Wall St. Rank hold SMAR as of Q3 2021.

  • Benjamin F. Edwards & Company reported no remaining Smartsheet Inc. position as of Q3 2021 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 605 Smartsheet Inc. shares in Q3 2021, an estimated $44K.
  • Benjamin F. Edwards & Company first reported a position in Smartsheet Inc. in Q2 2021 and held it in 1 quarter.
  • Benjamin F. Edwards & Company's Smartsheet Inc. position peaked at $44K in Q2 2021.
  • 320 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q3 2021.

Based on Benjamin F. Edwards & Company's 13F filing for Q3 2021, filed 2 Nov 2021.