FinTrust Capital Advisors’s Smartsheet Inc. SMAR Stock Holding History

FinTrust Capital 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
2023 Q3	–	Sell	-37	Closed	-$1.46K	–	1363
2023 Q2	$1.46K	Hold	37	–	–	﹤0.01%	1063
2023 Q1	$1.46K	Hold	37	–	–	﹤0.01%	1055
2022 Q4	$1.46K	Sell	37 -129	-78%	-$4.4K	﹤0.01%	1052
2022 Q3	$6K	Sell	166 -122	-42%	-$4.13K	﹤0.01%	1004
2022 Q2	$9K	Sell	288 -8	-3%	-$332	﹤0.01%	933
2022 Q1	$16K	Sell	296 -16	-5%	-$914	﹤0.01%	820
2021 Q4	$24K	Buy	312 +39	+14%	+$2.72K	0.01%	705
2021 Q3	$19K	Buy	273 +126	+86%	+$9.26K	0.01%	757
2021 Q2	$11K	Buy	147 +19	+15%	+$1.19K	﹤0.01%	926
2021 Q1	$8K	Sell	128 -11	-8%	-$770	﹤0.01%	956
2020 Q4	$10K	Hold	139	–	–	﹤0.01%	852
2020 Q3	$7	Buy	139 +109	+363%	+$5.26K	﹤0.01%	912
2020 Q2	$2K	Buy	+30	New	+$1.53K	﹤0.01%	974

Other funds holding SMAR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

DCM

Dorsal Capital Management Redwood City, California $2.57B AUM 3.13% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

NPCM

North Peak Capital Management New York $601M AUM 0.2% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

FinTrust Capital Advisors's SMAR Position: Q3 2023 in Review

FinTrust Capital Advisors sold out of Smartsheet Inc. (SMAR) in Q3 2023, closing a stake of 37 shares — an estimated $1.46K sold.

FinTrust Capital Advisors first reported a position in SMAR in Q2 2020 and held it in 13 quarters. The position peaked at $24K in Q4 2021. 353 funds tracked by Wall St. Rank hold SMAR as of Q3 2023.

FinTrust Capital Advisors reported no remaining Smartsheet Inc. position as of Q3 2023 after selling out during the quarter.
FinTrust Capital Advisors sold 37 Smartsheet Inc. shares in Q3 2023, an estimated $1.46K.
FinTrust Capital Advisors first reported a position in Smartsheet Inc. in Q2 2020 and held it in 13 quarters.
FinTrust Capital Advisors's Smartsheet Inc. position peaked at $24K in Q4 2021.
353 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q3 2023.

Based on FinTrust Capital Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.