FCM
SMAR

Fortis Capital Management’s Smartsheet Inc. SMAR Stock Holding History

Fortis Capital 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
Q1 		– Sell
-3,318
Closed -$257K – 99
2021
Q4 		$257K Buy
+3,318
New +$232K 0.13% 68
2020
Q1 		– Sell
-41,000
Closed -$1.84M – 74
2019
Q4 		$1.84M Buy
+41,000
New +$1.7M 1.63% 33

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 $6.73T AUM 46.02% 1-Year Est. Return
NPCM
North Peak Capital Management New York $601M AUM 0.2% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 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
TCG
Tremblant Capital Group West Palm Beach, Florida $3.11B AUM 18.12% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Fortis Capital Management's SMAR Position: Q1 2022 in Review

Fortis Capital Management sold out of Smartsheet Inc. (SMAR) in Q1 2022, closing a stake of 3,318 shares — an estimated $257K sold.

Fortis Capital Management first reported a position in SMAR in Q4 2019 and held it in 2 quarters. The position peaked at $1.84M in Q4 2019. 322 funds tracked by Wall St. Rank hold SMAR as of Q1 2022.

  • Fortis Capital Management reported no remaining Smartsheet Inc. position as of Q1 2022 after selling out during the quarter.
  • Fortis Capital Management sold 3,318 Smartsheet Inc. shares in Q1 2022, an estimated $257K.
  • Fortis Capital Management first reported a position in Smartsheet Inc. in Q4 2019 and held it in 2 quarters.
  • Fortis Capital Management's Smartsheet Inc. position peaked at $1.84M in Q4 2019.
  • 322 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2022.

Based on Fortis Capital Management's 13F filing for Q1 2022, filed 13 May 2022.