GWMIA
SMAR

Global Wealth Management Investment Advisory’s Smartsheet Inc. SMAR Stock Holding History

Global Wealth Management Investment Advisory’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
2020
Q1 		– Sell
-150
Closed -$7K – 678
2019
Q4 		$7K Buy
+150
New +$6.2K ﹤0.01% 409

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
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
1WCM
12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Global Wealth Management Investment Advisory's SMAR Position: Q1 2020 in Review

Global Wealth Management Investment Advisory sold out of Smartsheet Inc. (SMAR) in Q1 2020, closing a stake of 150 shares — an estimated $7K sold.

Global Wealth Management Investment Advisory first reported a position in SMAR in Q4 2019 and held it in 1 quarter. The position peaked at $7K in Q4 2019. 212 funds tracked by Wall St. Rank hold SMAR as of Q1 2020.

  • Global Wealth Management Investment Advisory reported no remaining Smartsheet Inc. position as of Q1 2020 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 150 Smartsheet Inc. shares in Q1 2020, an estimated $7K.
  • Global Wealth Management Investment Advisory first reported a position in Smartsheet Inc. in Q4 2019 and held it in 1 quarter.
  • Global Wealth Management Investment Advisory's Smartsheet Inc. position peaked at $7K in Q4 2019.
  • 212 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2020, filed 14 May 2020.