GEA
SMAR

Glen Eagle Advisors’s Smartsheet Inc. SMAR Stock Holding History

Glen Eagle 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
2023
Q1 		– Sell
-61
Closed -$2.4K – 1221
2022
Q4 		$2.4K Hold
61
– – ﹤0.01% 848
2022
Q3 		$2.1K Buy
+61
New +$2.07K ﹤0.01% 849

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Glen Eagle Advisors's SMAR Position: Q1 2023 in Review

Glen Eagle Advisors sold out of Smartsheet Inc. (SMAR) in Q1 2023, closing a stake of 61 shares — an estimated $2.4K sold.

Glen Eagle Advisors first reported a position in SMAR in Q3 2022 and held it in 2 quarters. The position peaked at $2.4K in Q4 2022. 358 funds tracked by Wall St. Rank hold SMAR as of Q1 2023.

  • Glen Eagle Advisors reported no remaining Smartsheet Inc. position as of Q1 2023 after selling out during the quarter.
  • Glen Eagle Advisors sold 61 Smartsheet Inc. shares in Q1 2023, an estimated $2.4K.
  • Glen Eagle Advisors first reported a position in Smartsheet Inc. in Q3 2022 and held it in 2 quarters.
  • Glen Eagle Advisors's Smartsheet Inc. position peaked at $2.4K in Q4 2022.
  • 358 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2023.

Based on Glen Eagle Advisors's 13F filing for Q1 2023, filed 13 Aug 2024.