EWP
SMAR

Engrave Wealth Partners’s Smartsheet Inc. SMAR Stock Holding History

Engrave Wealth Partners’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
2020
Q3 		– Sell
-36
Closed -$1K – 438
2020
Q2 		$1K Buy
+36
New +$1.83K ﹤0.01% 440

Other funds holding SMAR

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BCM
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BlackRock
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Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
1WCM
12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Engrave Wealth Partners's SMAR Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Smartsheet Inc. (SMAR) in Q3 2020, closing a stake of 36 shares — an estimated $1K sold.

Engrave Wealth Partners first reported a position in SMAR in Q2 2020 and held it in 1 quarter. The position peaked at $1K in Q2 2020. 275 funds tracked by Wall St. Rank hold SMAR as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Smartsheet Inc. position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 36 Smartsheet Inc. shares in Q3 2020, an estimated $1K.
  • Engrave Wealth Partners first reported a position in Smartsheet Inc. in Q2 2020 and held it in 1 quarter.
  • Engrave Wealth Partners's Smartsheet Inc. position peaked at $1K in Q2 2020.
  • 275 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.