CSWM
SMAR

Cassady Schiller Wealth Management’s Smartsheet Inc. SMAR Stock Holding History

Cassady Schiller Wealth 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
2022
Q1 		– Sell
-4
Closed – – 633
2021
Q4 		$0 Buy
+4
New +$279 ﹤0.01% 657

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
NPCM
North Peak Capital Management New York $601M AUM 0.2% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
DAM
Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
TCG
Tremblant Capital Group West Palm Beach, Florida $3.11B AUM 18.12% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Cassady Schiller Wealth Management's SMAR Position: Q1 2022 in Review

Cassady Schiller Wealth Management sold out of Smartsheet Inc. (SMAR) in Q1 2022, closing a stake of 4 shares.

Cassady Schiller Wealth Management first reported a position in SMAR in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 322 funds tracked by Wall St. Rank hold SMAR as of Q1 2022.

  • Cassady Schiller Wealth Management reported no remaining Smartsheet Inc. position as of Q1 2022 after selling out during the quarter.
  • Cassady Schiller Wealth Management sold 4 Smartsheet Inc. shares in Q1 2022.
  • Cassady Schiller Wealth Management first reported a position in Smartsheet Inc. in Q4 2021 and held it in 1 quarter.
  • Cassady Schiller Wealth Management's Smartsheet Inc. position peaked at $0 in Q4 2021.
  • 322 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2022.

Based on Cassady Schiller Wealth Management's 13F filing for Q1 2022, filed 12 May 2022.