FAM
SMAR

Fulcrum Asset Management’s Smartsheet Inc. SMAR Stock Holding History

Fulcrum Asset 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 		– Hold
0
– – – 134
2021
Q4 		– Hold
0
– – – 152
2021
Q3 		– Hold
0
– – – 154
2021
Q2 		– Hold
0
– – – 122
2021
Q1 		– Hold
0
– – – 91
2020
Q4 		– Hold
0
– – – 75
2020
Q3 		– Sell
-28,922
Closed -$1.4M – 58
2020
Q2 		$1.55M Buy
+28,922
New +$1.47M 0.52% 76

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

Fulcrum Asset Management's SMAR Position: Q1 2022 in Review

Fulcrum Asset Management held its Smartsheet Inc. (SMAR) position steady in Q1 2022 at 0 shares worth $826K. The position accounts for 0.24% of the portfolio, ranked #134.

Fulcrum Asset Management first reported a position in SMAR in Q2 2020 and has held it in 1 quarter since. The position peaked at $1.55M in Q2 2020. 322 funds tracked by Wall St. Rank hold SMAR as of Q1 2022.

  • Fulcrum Asset Management held 0 shares of Smartsheet Inc. worth $826K as of Q1 2022.
  • Fulcrum Asset Management left its Smartsheet Inc. share count unchanged in Q1 2022.
  • Smartsheet Inc. made up 0.24% of Fulcrum Asset Management's portfolio in Q1 2022, its #134 holding.
  • Fulcrum Asset Management first reported a position in Smartsheet Inc. in Q2 2020 and has held it in 1 quarter since.
  • Fulcrum Asset Management's Smartsheet Inc. position peaked at $1.55M in Q2 2020.
  • 322 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2022.

Based on Fulcrum Asset Management's 13F filing for Q1 2022, filed 10 May 2022.