GC
SMAR

Garde Capital’s Smartsheet Inc. SMAR Stock Holding History

Garde Capital’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
2021
Q4 		– Sell
-1,625
Closed -$112K – 296
2021
Q3 		$112K Sell
1,625
-375
-19% -$27.6K 0.01% 263
2021
Q2 		$145K Hold
2,000
– – 0.02% 235
2021
Q1 		$128K Sell
2,000
-431,361
-100% -$30.2M 0.01% 228
2020
Q4 		$30M Buy
+433,361
New +$25.4M 3.66% 6

Other funds holding SMAR

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BCM
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BlackRock
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Alkeon Capital Management
Alkeon Capital Management New York $22.1B AUM 51.63% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
NPCM
North Peak Capital Management New York $601M AUM 0.2% 1-Year Est. Return
DAM
Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
FAM
Foxhaven Asset Management Charlottesville, Virginia $3.19B AUM 12.34% 1-Year Est. Return