FWM
SMAR

Focused Wealth Management’s Smartsheet Inc. SMAR Stock Holding History

Focused Wealth 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
2022
Q4 		– Sell
-15
Closed -$1K – 1186
2022
Q3 		$1K Hold
15
– – ﹤0.01% 922
2022
Q2 		$0 Hold
15
– – ﹤0.01% 1107
2022
Q1 		$1K Hold
15
– – ﹤0.01% 954
2021
Q4 		$1K Hold
15
– – ﹤0.01% 949
2021
Q3 		$1K Hold
15
– – ﹤0.01% 959
2021
Q2 		$1K Buy
+15
New +$936 ﹤0.01% 901

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
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
NPCM
North Peak Capital Management New York $601M AUM 0.2% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
EC
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

Focused Wealth Management's SMAR Position: Q4 2022 in Review

Focused Wealth Management sold out of Smartsheet Inc. (SMAR) in Q4 2022, closing a stake of 15 shares — an estimated $1K sold.

Focused Wealth Management first reported a position in SMAR in Q2 2021 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 321 funds tracked by Wall St. Rank hold SMAR as of Q4 2022.

  • Focused Wealth Management reported no remaining Smartsheet Inc. position as of Q4 2022 after selling out during the quarter.
  • Focused Wealth Management sold 15 Smartsheet Inc. shares in Q4 2022, an estimated $1K.
  • Focused Wealth Management first reported a position in Smartsheet Inc. in Q2 2021 and held it in 6 quarters.
  • Focused Wealth Management's Smartsheet Inc. position peaked at $1K in Q3 2022.
  • 321 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q4 2022.

Based on Focused Wealth Management's 13F filing for Q4 2022, filed 13 Jan 2023.