GWS
SMAR

Glassman Wealth Services’s Smartsheet Inc. SMAR Stock Holding History

Glassman Wealth Services’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
Q1 		– Sell
-41
Closed -$1.96K – 1926
2023
Q4 		$1.96K Hold
41
– – ﹤0.01% 1353
2023
Q3 		$1.66K Hold
41
– – ﹤0.01% 1392
2023
Q2 		$1.57K Hold
41
– – ﹤0.01% 1322
2023
Q1 		$1.96K Hold
41
– – ﹤0.01% 1252
2022
Q4 		$1.61K Sell
41
-90
-69% -$3.07K ﹤0.01% 1305
2022
Q3 		$5K Sell
131
-20
-13% -$678 ﹤0.01% 1019
2022
Q2 		$5K Buy
151
+133
+739% +$5.51K ﹤0.01% 1039
2022
Q1 		$1K Sell
18
-2
-10% -$114 ﹤0.01% 1573
2021
Q4 		$2K Buy
20
+13
+186% +$908 ﹤0.01% 1267
2021
Q3 		$0 Buy
7
+4
+133% +$294 ﹤0.01% 1860
2021
Q2 		$0 Buy
+3
New +$187 ﹤0.01% 1699
2019
Q3 		– Sell
-4
Closed – – 1424
2019
Q2 		$0 Buy
+4
New +$170 ﹤0.01% 1419

Other funds holding SMAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
NPCM
North Peak Capital Management New York $601M AUM 0.2% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.57B AUM 3.13% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Glassman Wealth Services's SMAR Position: Q1 2024 in Review

Glassman Wealth Services sold out of Smartsheet Inc. (SMAR) in Q1 2024, closing a stake of 41 shares — an estimated $1.96K sold.

Glassman Wealth Services first reported a position in SMAR in Q2 2019 and held it in 12 quarters. The position peaked at $5K in Q3 2022. 360 funds tracked by Wall St. Rank hold SMAR as of Q1 2024.

  • Glassman Wealth Services reported no remaining Smartsheet Inc. position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 41 Smartsheet Inc. shares in Q1 2024, an estimated $1.96K.
  • Glassman Wealth Services first reported a position in Smartsheet Inc. in Q2 2019 and held it in 12 quarters.
  • Glassman Wealth Services's Smartsheet Inc. position peaked at $5K in Q3 2022.
  • 360 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.