FGAM
SMAR

Financial Gravity Asset Management’s Smartsheet Inc. SMAR Stock Holding History

Financial Gravity Asset Management’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
Q2 		– Sell
-24
Closed -$926 – 2494
2024
Q1 		$926 Buy
+24
New +$1.05K ﹤0.01% 1253
2023
Q4 		– Hold
0
– – – 1502
2023
Q3 		– Sell
-38
Closed -$1.56K – 1225
2023
Q2 		$577 Buy
+38
New +$1.64K ﹤0.01% 975
2023
Q1 		– Sell
-39
Closed -$299 – 1723
2022
Q4 		$299 Buy
+39
New +$1.33K ﹤0.01% 880

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VEPM
Vista Equity Partners Management San Francisco, California $42.7M AUM 16.65% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
NPCM
North Peak Capital Management New York $601M AUM 0.2% 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

Financial Gravity Asset Management's SMAR Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Smartsheet Inc. (SMAR) in Q2 2024, closing a stake of 24 shares — an estimated $926 sold.

Financial Gravity Asset Management first reported a position in SMAR in Q4 2022 and held it in 3 quarters. The position peaked at $926 in Q1 2024. 395 funds tracked by Wall St. Rank hold SMAR as of Q2 2024.

  • Financial Gravity Asset Management reported no remaining Smartsheet Inc. position as of Q2 2024 after selling out during the quarter.
  • Financial Gravity Asset Management sold 24 Smartsheet Inc. shares in Q2 2024, an estimated $926.
  • Financial Gravity Asset Management first reported a position in Smartsheet Inc. in Q4 2022 and held it in 3 quarters.
  • Financial Gravity Asset Management's Smartsheet Inc. position peaked at $926 in Q1 2024.
  • 395 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.