FEG
SMAR

Financial Enhancement Group’s Smartsheet Inc. SMAR Stock Holding History

Financial Enhancement Group’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
Q2 		– Sell
-23,694
Closed -$984K – 313
2020
Q1 		$984K Buy
+23,694
New +$1.08M 0.29% 45
2019
Q1 		– Sell
-12,591
Closed -$394K – 338
2018
Q4 		$394K Hold
12,591
– – 0.12% 73
2018
Q3 		$394K Buy
+12,591
New +$335K 0.12% 73

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
1WCM
12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
FAM
Foxhaven Asset Management Charlottesville, Virginia $3.19B AUM 12.34% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Financial Enhancement Group's SMAR Position: Q2 2020 in Review

Financial Enhancement Group sold out of Smartsheet Inc. (SMAR) in Q2 2020, closing a stake of 23,694 shares — an estimated $984K sold.

Financial Enhancement Group first reported a position in SMAR in Q3 2018 and held it in 3 quarters. The position peaked at $984K in Q1 2020. 256 funds tracked by Wall St. Rank hold SMAR as of Q2 2020.

  • Financial Enhancement Group reported no remaining Smartsheet Inc. position as of Q2 2020 after selling out during the quarter.
  • Financial Enhancement Group sold 23,694 Smartsheet Inc. shares in Q2 2020, an estimated $984K.
  • Financial Enhancement Group first reported a position in Smartsheet Inc. in Q3 2018 and held it in 3 quarters.
  • Financial Enhancement Group's Smartsheet Inc. position peaked at $984K in Q1 2020.
  • 256 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q2 2020.

Based on Financial Enhancement Group's 13F filing for Q2 2020, filed 14 Aug 2020.