Cambridge Investment Research Advisors
SMAR

Cambridge Investment Research Advisors’s Smartsheet Inc. SMAR Stock Holding History

Cambridge Investment Research 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
2024
Q1 		– Sell
-4,358
Closed -$208K – 3408
2023
Q4 		$208K Sell
4,358
-4,948
-53% -$211K ﹤0.01% 2872
2023
Q3 		$377K Sell
9,306
-659
-7% -$27K ﹤0.01% 2319
2023
Q2 		$381K Sell
9,965
-483
-5% -$20.9K ﹤0.01% 2345
2023
Q1 		$499K Sell
10,448
-98
-0.9% -$4.26K ﹤0.01% 2074
2022
Q4 		$415K Sell
10,546
-15,287
-59% -$521K ﹤0.01% 2169
2022
Q3 		$888K Buy
25,833
+1,155
+5% +$39.1K 0.01% 1558
2022
Q2 		$776K Buy
24,678
+7,729
+46% +$320K ﹤0.01% 1652
2022
Q1 		$928K Buy
16,949
+1,567
+10% +$89.5K ﹤0.01% 1626
2021
Q4 		$1.19M Buy
15,382
+1,499
+11% +$105K 0.01% 1459
2021
Q3 		$955K Buy
13,883
+751
+6% +$55.2K ﹤0.01% 1567
2021
Q2 		$950K Buy
13,132
+628
+5% +$39.2K ﹤0.01% 1566
2021
Q1 		$799K Buy
12,504
+1,783
+17% +$125K ﹤0.01% 1591
2020
Q4 		$743K Sell
10,721
-1,138
-10% -$66.7K ﹤0.01% 1500
2020
Q3 		$586K Buy
11,859
+6,165
+108% +$298K ﹤0.01% 1513
2020
Q2 		$290K Sell
5,694
-96
-2% -$4.89K ﹤0.01% 1910
2020
Q1 		$240K Buy
5,790
+1,102
+24% +$50K ﹤0.01% 1821
2019
Q4 		$211K Sell
4,688
-13,425
-74% -$555K ﹤0.01% 2170
2019
Q3 		$653K Sell
18,113
-158
-0.9% -$7.53K 0.01% 1327
2019
Q2 		$884K Buy
18,271
+1,381
+8% +$58.7K 0.01% 1087
2019
Q1 		$689K Buy
+16,890
New +$584K 0.01% 1272

Other funds holding SMAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
NPCM
North Peak Capital Management New York $601M AUM 0.2% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.57B AUM 3.13% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Cambridge Investment Research Advisors's SMAR Position: Q1 2024 in Review

Cambridge Investment Research Advisors sold out of Smartsheet Inc. (SMAR) in Q1 2024, closing a stake of 4,358 shares — an estimated $208K sold.

Cambridge Investment Research Advisors first reported a position in SMAR in Q1 2019 and held it in 20 quarters. The position peaked at $1.19M in Q4 2021. 360 funds tracked by Wall St. Rank hold SMAR as of Q1 2024.

  • Cambridge Investment Research Advisors reported no remaining Smartsheet Inc. position as of Q1 2024 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 4,358 Smartsheet Inc. shares in Q1 2024, an estimated $208K.
  • Cambridge Investment Research Advisors first reported a position in Smartsheet Inc. in Q1 2019 and held it in 20 quarters.
  • Cambridge Investment Research Advisors's Smartsheet Inc. position peaked at $1.19M in Q4 2021.
  • 360 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2024.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2024, filed 24 Apr 2024.