FMP
SMAR

Financial Management Professionals’s Smartsheet Inc. SMAR Stock Holding History

Financial Management Professionals’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
Q2 		– Sell
-14
Closed -$1K – 1168
2022
Q1 		$1K Hold
14
– – ﹤0.01% 996
2021
Q4 		$1K Hold
14
– – ﹤0.01% 938
2021
Q3 		$1K Hold
14
– – ﹤0.01% 919
2021
Q2 		$1K Buy
+14
New +$874 ﹤0.01% 868

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 $500M AUM 25.3% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
DAM
Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.57B AUM 3.13% 1-Year Est. Return

Financial Management Professionals's SMAR Position: Q2 2022 in Review

Financial Management Professionals sold out of Smartsheet Inc. (SMAR) in Q2 2022, closing a stake of 14 shares — an estimated $1K sold.

Financial Management Professionals first reported a position in SMAR in Q2 2021 and held it in 4 quarters. The position peaked at $1K in Q1 2022. 302 funds tracked by Wall St. Rank hold SMAR as of Q2 2022.

  • Financial Management Professionals reported no remaining Smartsheet Inc. position as of Q2 2022 after selling out during the quarter.
  • Financial Management Professionals sold 14 Smartsheet Inc. shares in Q2 2022, an estimated $1K.
  • Financial Management Professionals first reported a position in Smartsheet Inc. in Q2 2021 and held it in 4 quarters.
  • Financial Management Professionals's Smartsheet Inc. position peaked at $1K in Q1 2022.
  • 302 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q2 2022.

Based on Financial Management Professionals's 13F filing for Q2 2022, filed 12 Jul 2022.