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

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
NPCM
North Peak Capital Management New York $900M AUM 193.67% 1-Year Est. Return
DAM
Dorsey Asset Management Chicago, Illinois $1.56B AUM 25.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
FAM
Foxhaven Asset Management Charlottesville, Virginia $3.73B AUM 2.63% 1-Year Est. Return

Garde Capital's SMAR Position: Q4 2021 in Review

Garde Capital sold out of Smartsheet Inc. (SMAR) in Q4 2021, closing a stake of 1,625 shares — an estimated $112K sold.

Garde Capital first reported a position in SMAR in Q4 2020 and held it in 4 quarters. The position peaked at $30M in Q4 2020. 359 funds tracked by Wall St. Rank hold SMAR as of Q4 2021.

  • Garde Capital reported no remaining Smartsheet Inc. position as of Q4 2021 after selling out during the quarter.
  • Garde Capital sold 1,625 Smartsheet Inc. shares in Q4 2021, an estimated $112K.
  • Garde Capital first reported a position in Smartsheet Inc. in Q4 2020 and held it in 4 quarters.
  • Garde Capital's Smartsheet Inc. position peaked at $30M in Q4 2020.
  • 359 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q4 2021.

Based on Garde Capital's 13F filing for Q4 2021, filed 25 Feb 2022.