GRP
SMAR

Global Retirement Partners’s Smartsheet Inc. SMAR Stock Holding History

Global Retirement Partners’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
Q4 		$4.48K Hold
80
– – ﹤0.01% 2732
2024
Q3 		$4.43K Hold
80
– – ﹤0.01% 2616
2024
Q2 		$3.53K Hold
80
– – ﹤0.01% 2764
2024
Q1 		$3.08K Hold
80
– – ﹤0.01% 2582
2023
Q4 		$3.83K Buy
80
+17
+27% +$725 ﹤0.01% 2433
2023
Q3 		$2.54K Hold
63
– – ﹤0.01% 2445
2023
Q2 		$2.41K Hold
63
– – ﹤0.01% 2472
2023
Q1 		$2.47K Buy
63
+56
+800% +$2.44K ﹤0.01% 2425
2022
Q4 		$276 Buy
+7
New +$239 ﹤0.01% 2893

Other funds holding SMAR

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
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
VEPM
Vista Equity Partners Management San Francisco, California $42.7M AUM 16.65% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Global Retirement Partners's SMAR Position: Q4 2024 in Review

Global Retirement Partners held its Smartsheet Inc. (SMAR) position steady in Q4 2024 at 80 shares worth $4.48K. The position accounts for ﹤0.01% of the portfolio, ranked #2732.

Global Retirement Partners first reported a position in SMAR in Q4 2022 and has held it in 9 quarters since. 367 funds tracked by Wall St. Rank hold SMAR as of Q4 2024.

  • Global Retirement Partners held 80 shares of Smartsheet Inc. worth $4.48K as of Q4 2024.
  • Global Retirement Partners left its Smartsheet Inc. share count unchanged in Q4 2024.
  • Smartsheet Inc. made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2024, its #2732 holding.
  • Global Retirement Partners first reported a position in Smartsheet Inc. in Q4 2022 and has held it in 9 quarters since.
  • 367 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q4 2024.

Based on Global Retirement Partners's 13F filing for Q4 2024, filed 31 Jan 2025.