FDCC
SMAR

Foster Dykema Cabot & Co’s Smartsheet Inc. SMAR Stock Holding History

Foster Dykema Cabot & Co’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
-70
Closed -$3K – 403
2023
Q2 		$3K Buy
+70
New +$3.03K ﹤0.01% 347

Other funds holding SMAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AllianceBernstein
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Foster Dykema Cabot & Co's SMAR Position: Q3 2023 in Review

Foster Dykema Cabot & Co sold out of Smartsheet Inc. (SMAR) in Q3 2023, closing a stake of 70 shares — an estimated $3K sold.

Foster Dykema Cabot & Co first reported a position in SMAR in Q2 2023 and held it in 1 quarter. The position peaked at $3K in Q2 2023. 353 funds tracked by Wall St. Rank hold SMAR as of Q3 2023.

  • Foster Dykema Cabot & Co reported no remaining Smartsheet Inc. position as of Q3 2023 after selling out during the quarter.
  • Foster Dykema Cabot & Co sold 70 Smartsheet Inc. shares in Q3 2023, an estimated $3K.
  • Foster Dykema Cabot & Co first reported a position in Smartsheet Inc. in Q2 2023 and held it in 1 quarter.
  • Foster Dykema Cabot & Co's Smartsheet Inc. position peaked at $3K in Q2 2023.
  • 353 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q3 2023.

Based on Foster Dykema Cabot & Co's 13F filing for Q3 2023, filed 14 Nov 2023.