CA
SMAR

Cetera Advisors’s Smartsheet Inc. SMAR Stock Holding History

Cetera 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 		$219K Buy
+5,697
New +$249K ﹤0.01% 2158

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 $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 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 $7.88B AUM 6.82% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Cetera Advisors's SMAR Position: Q1 2024 in Review

Cetera Advisors opened a new position in Smartsheet Inc. (SMAR) in Q1 2024: 5,697 shares worth $219K. The stake represents ﹤0.01% of the portfolio and ranks #2158 among its holdings.

360 funds tracked by Wall St. Rank hold SMAR as of Q1 2024.

  • Cetera Advisors held 5,697 shares of Smartsheet Inc. worth $219K as of Q1 2024.
  • Smartsheet Inc. was a new Cetera Advisors position in Q1 2024.
  • Smartsheet Inc. made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #2158 holding.
  • 360 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.