CMBA
SMAR

C.M. Bidwell & Associates’s Smartsheet Inc. SMAR Stock Holding History

C.M. Bidwell & Associates’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
2024
Q3 		– Sell
-1,905
Closed -$84K – 555
2024
Q2 		$84K Buy
+1,905
New +$75.9K 0.06% 192
2019
Q2 		– Sell
-1,495
Closed -$61K – 466
2019
Q1 		$61K Hold
1,495
– – 0.06% 234
2018
Q4 		$37K Sell
1,495
-2,005
-57% -$49.8K 0.04% 264
2018
Q3 		$109K Buy
+3,500
New +$93.3K 0.1% 181

Other funds holding SMAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
VEPM
Vista Equity Partners Management San Francisco, California $42.7M AUM 16.65% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

C.M. Bidwell & Associates's SMAR Position: Q3 2024 in Review

C.M. Bidwell & Associates sold out of Smartsheet Inc. (SMAR) in Q3 2024, closing a stake of 1,905 shares — an estimated $84K sold.

C.M. Bidwell & Associates first reported a position in SMAR in Q3 2018 and held it in 4 quarters. The position peaked at $109K in Q3 2018. 411 funds tracked by Wall St. Rank hold SMAR as of Q3 2024.

  • C.M. Bidwell & Associates reported no remaining Smartsheet Inc. position as of Q3 2024 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 1,905 Smartsheet Inc. shares in Q3 2024, an estimated $84K.
  • C.M. Bidwell & Associates first reported a position in Smartsheet Inc. in Q3 2018 and held it in 4 quarters.
  • C.M. Bidwell & Associates's Smartsheet Inc. position peaked at $109K in Q3 2018.
  • 411 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q3 2024.

Based on C.M. Bidwell & Associates's 13F filing for Q3 2024, filed 13 Nov 2024.