FFA
SMAR

Founders Financial Alliance’s Smartsheet Inc. SMAR Stock Holding History

Founders Financial Alliance’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
2020
Q4 		– Sell
-10
Closed – – 1287
2020
Q3 		$0 Buy
+10
New +$483 ﹤0.01% 1408

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
1WCM
12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
FAM
Foxhaven Asset Management Charlottesville, Virginia $3.19B AUM 12.34% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

Founders Financial Alliance's SMAR Position: Q4 2020 in Review

Founders Financial Alliance sold out of Smartsheet Inc. (SMAR) in Q4 2020, closing a stake of 10 shares.

Founders Financial Alliance first reported a position in SMAR in Q3 2020 and held it in 1 quarter. The position peaked at $0 in Q3 2020. 315 funds tracked by Wall St. Rank hold SMAR as of Q4 2020.

  • Founders Financial Alliance reported no remaining Smartsheet Inc. position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 10 Smartsheet Inc. shares in Q4 2020.
  • Founders Financial Alliance first reported a position in Smartsheet Inc. in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's Smartsheet Inc. position peaked at $0 in Q3 2020.
  • 315 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.