GFS Advisors’s Smartsheet Inc. SMAR Stock Holding History

GFS Advisors’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
2024 Q3	–	Sell	-65,705	Closed	-$30K	–	203
2024 Q2	$30K	Buy	+65,705	New	+$2.62M	﹤0.01%	180

Other funds holding SMAR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return

VEPM

Vista Equity Partners Management San Francisco, California $23.2M AUM 39.97% 1-Year Est. Return

HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

ACH

ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

GFS Advisors's SMAR Position: Q3 2024 in Review

GFS Advisors sold out of Smartsheet Inc. (SMAR) in Q3 2024, closing a stake of 65,705 shares — an estimated $30K sold.

GFS Advisors first reported a position in SMAR in Q2 2024 and held it in 1 quarter. The position peaked at $30K in Q2 2024. 411 funds tracked by Wall St. Rank hold SMAR as of Q3 2024.

GFS Advisors reported no remaining Smartsheet Inc. position as of Q3 2024 after selling out during the quarter.
GFS Advisors sold 65,705 Smartsheet Inc. shares in Q3 2024, an estimated $30K.
GFS Advisors first reported a position in Smartsheet Inc. in Q2 2024 and held it in 1 quarter.
GFS Advisors's Smartsheet Inc. position peaked at $30K in Q2 2024.
411 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q3 2024.

Based on GFS Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.