FFG
SMAR

Frisch Financial Group’s Smartsheet Inc. SMAR Stock Holding History

Frisch Financial Group’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
2019
Q3 		– Sell
-19,198
Closed -$929K – 107
2019
Q2 		$929K Buy
19,198
+13,037
+212% +$554K 0.62% 29
2019
Q1 		$251K Buy
+6,161
New +$213K 0.15% 87

Other funds holding SMAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
1WCM
12 West Capital Management New York $535M AUM 25.99% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $51.8M AUM 18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Frisch Financial Group's SMAR Position: Q3 2019 in Review

Frisch Financial Group sold out of Smartsheet Inc. (SMAR) in Q3 2019, closing a stake of 19,198 shares — an estimated $929K sold.

Frisch Financial Group first reported a position in SMAR in Q1 2019 and held it in 2 quarters. The position peaked at $929K in Q2 2019. 233 funds tracked by Wall St. Rank hold SMAR as of Q3 2019.

  • Frisch Financial Group reported no remaining Smartsheet Inc. position as of Q3 2019 after selling out during the quarter.
  • Frisch Financial Group sold 19,198 Smartsheet Inc. shares in Q3 2019, an estimated $929K.
  • Frisch Financial Group first reported a position in Smartsheet Inc. in Q1 2019 and held it in 2 quarters.
  • Frisch Financial Group's Smartsheet Inc. position peaked at $929K in Q2 2019.
  • 233 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q3 2019.

Based on Frisch Financial Group's 13F filing for Q3 2019, filed 5 Nov 2019.