GVAG
SMAR

Great Valley Advisor Group’s Smartsheet Inc. SMAR Stock Holding History

Great Valley Advisor Group’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
2021
Q1 		– Sell
-4,949
Closed -$343K – 536
2020
Q4 		$343K Sell
4,949
-333
-6% -$19.5K 0.04% 347
2020
Q3 		$262K Sell
5,282
-1,438
-21% -$69.4K 0.03% 352
2020
Q2 		$342K Sell
6,720
-2,582
-28% -$131K 0.06% 296
2020
Q1 		$386K Buy
+9,302
New +$422K 0.1% 210

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
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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 $140B AUM 27.84% 1-Year Est. Return

Great Valley Advisor Group's SMAR Position: Q1 2021 in Review

Great Valley Advisor Group sold out of Smartsheet Inc. (SMAR) in Q1 2021, closing a stake of 4,949 shares — an estimated $343K sold.

Great Valley Advisor Group first reported a position in SMAR in Q1 2020 and held it in 4 quarters. The position peaked at $386K in Q1 2020. 278 funds tracked by Wall St. Rank hold SMAR as of Q1 2021.

  • Great Valley Advisor Group reported no remaining Smartsheet Inc. position as of Q1 2021 after selling out during the quarter.
  • Great Valley Advisor Group sold 4,949 Smartsheet Inc. shares in Q1 2021, an estimated $343K.
  • Great Valley Advisor Group first reported a position in Smartsheet Inc. in Q1 2020 and held it in 4 quarters.
  • Great Valley Advisor Group's Smartsheet Inc. position peaked at $386K in Q1 2020.
  • 278 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2021.

Based on Great Valley Advisor Group's 13F filing for Q1 2021, filed 20 Apr 2021.