EWA
SMAR

Evolution Wealth Advisors’s Smartsheet Inc. SMAR Stock Holding History

Evolution Wealth 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
2022
Q1 		– Sell
-3,002
Closed -$233 – 149
2021
Q4 		$233 Sell
3,002
-269
-8% -$18.8K 0.04% 117
2021
Q3 		$225K Buy
3,271
+656
+25% +$48.2K 0.05% 102
2021
Q2 		$189K Buy
+2,615
New +$163K 0.04% 122
2019
Q4 		– Sell
-203
Closed -$7K – 710
2019
Q3 		$7K Sell
203
-1,724
-89% -$82.1K ﹤0.01% 239
2019
Q2 		$93K Buy
+1,927
New +$81.9K 0.04% 66

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 $704M AUM 6.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $5.89B AUM 28.74% 1-Year Est. Return

Evolution Wealth Advisors's SMAR Position: Q1 2022 in Review

Evolution Wealth Advisors sold out of Smartsheet Inc. (SMAR) in Q1 2022, closing a stake of 3,002 shares — an estimated $233 sold.

Evolution Wealth Advisors first reported a position in SMAR in Q2 2019 and held it in 5 quarters. The position peaked at $225K in Q3 2021. 322 funds tracked by Wall St. Rank hold SMAR as of Q1 2022.

  • Evolution Wealth Advisors reported no remaining Smartsheet Inc. position as of Q1 2022 after selling out during the quarter.
  • Evolution Wealth Advisors sold 3,002 Smartsheet Inc. shares in Q1 2022, an estimated $233.
  • Evolution Wealth Advisors first reported a position in Smartsheet Inc. in Q2 2019 and held it in 5 quarters.
  • Evolution Wealth Advisors's Smartsheet Inc. position peaked at $225K in Q3 2021.
  • 322 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2022.

Based on Evolution Wealth Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.