Commonwealth Equity Services
SMAR

Commonwealth Equity Services’s Smartsheet Inc. SMAR Stock Holding History

Commonwealth Equity Services’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
Q4 		– Sell
-4,649
Closed -$257K – 4243
2024
Q3 		$257K Buy
+4,649
New +$225K ﹤0.01% 3489
2024
Q2 		– Sell
-40,716
Closed -$1.57M – 4191
2024
Q1 		$1.57M Buy
40,716
+205
+0.5% +$8.94K ﹤0.01% 1935
2023
Q4 		$1.94M Sell
40,511
-5,600
-12% -$239K ﹤0.01% 1726
2023
Q3 		$1.87M Sell
46,111
-306
-0.7% -$12.6K ﹤0.01% 1648
2023
Q2 		$1.78M Buy
46,417
+462
+1% +$20K ﹤0.01% 1707
2023
Q1 		$2.2K Buy
45,955
+996
+2% +$43.3K ﹤0.01% 1505
2022
Q4 		$1.77M Sell
44,959
-62
-0.1% -$2.11K ﹤0.01% 1584
2022
Q3 		$1.55M Sell
45,021
-330
-0.7% -$11.2K ﹤0.01% 1600
2022
Q2 		$1.43M Hold
45,351
– – ﹤0.01% 1628
2022
Q1 		$2.48M Sell
45,351
-9,363
-17% -$535K 0.01% 1370
2021
Q4 		$4.24M Buy
54,714
+989
+2% +$69.1K 0.01% 1019
2021
Q3 		$3.7M Sell
53,725
-9,275
-15% -$682K 0.01% 1043
2021
Q2 		$4.56M Buy
63,000
+870
+1% +$54.3K 0.01% 898
2021
Q1 		$3.97M Buy
62,130
+7,178
+13% +$502K 0.01% 902
2020
Q4 		$3.81M Buy
+54,952
New +$3.22M 0.01% 861
2020
Q1 		– Sell
-4,778
Closed -$214K – 2986
2019
Q4 		$214K Buy
+4,778
New +$198K ﹤0.01% 2570
2019
Q3 		– Sell
-4,642
Closed -$224K – 2889
2019
Q2 		$224K Buy
+4,642
New +$197K ﹤0.01% 2440

Other funds holding SMAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
VEPM
Vista Equity Partners Management San Francisco, California $42.7M AUM 16.65% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Commonwealth Equity Services's SMAR Position: Q4 2024 in Review

Commonwealth Equity Services sold out of Smartsheet Inc. (SMAR) in Q4 2024, closing a stake of 4,649 shares — an estimated $257K sold.

Commonwealth Equity Services first reported a position in SMAR in Q2 2019 and held it in 17 quarters. The position peaked at $4.56M in Q2 2021. 367 funds tracked by Wall St. Rank hold SMAR as of Q4 2024.

  • Commonwealth Equity Services reported no remaining Smartsheet Inc. position as of Q4 2024 after selling out during the quarter.
  • Commonwealth Equity Services sold 4,649 Smartsheet Inc. shares in Q4 2024, an estimated $257K.
  • Commonwealth Equity Services first reported a position in Smartsheet Inc. in Q2 2019 and held it in 17 quarters.
  • Commonwealth Equity Services's Smartsheet Inc. position peaked at $4.56M in Q2 2021.
  • 367 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q4 2024.

Based on Commonwealth Equity Services's 13F filing for Q4 2024, filed 10 Feb 2025.