BCA
SMAR

Berman Capital Advisors’s Smartsheet Inc. SMAR Stock Holding History

Berman Capital 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
Q3 		$9K Buy
149
+129
+645% +$9.48K ﹤0.01% 1236
2021
Q2 		$1K Sell
20
-225
-92% -$14K ﹤0.01% 1839
2021
Q1 		$15K Buy
+245
New +$17.1K ﹤0.01% 909

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 $5.72T AUM 30.48% 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 $5.89B AUM 28.74% 1-Year Est. Return

Berman Capital Advisors's SMAR Position: Q3 2021 in Review

Berman Capital Advisors increased its Smartsheet Inc. (SMAR) stake by 645% in Q3 2021, buying an estimated $9.48K and bringing the position to 149 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #1236.

Berman Capital Advisors first reported a position in SMAR in Q1 2021 and has held it in 3 quarters since. The position peaked at $15K in Q1 2021. 320 funds tracked by Wall St. Rank hold SMAR as of Q3 2021.

  • Berman Capital Advisors held 149 shares of Smartsheet Inc. worth $9K as of Q3 2021.
  • Berman Capital Advisors bought 129 Smartsheet Inc. shares in Q3 2021, an estimated $9.48K.
  • Smartsheet Inc. made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1236 holding.
  • Berman Capital Advisors first reported a position in Smartsheet Inc. in Q1 2021 and has held it in 3 quarters since.
  • Berman Capital Advisors's Smartsheet Inc. position peaked at $15K in Q1 2021.
  • 320 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.