Howe & Rusling’s Smartsheet Inc. SMAR Stock Holding History

Howe & Rusling’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 Q2	–	Sell	-78	Closed	-$3K	–	933
2020 Q1	$3K	Buy	78 +27	+53%	+$1.23K	﹤0.01%	599
2019 Q4	$2K	Hold	51	–	–	﹤0.01%	707
2019 Q3	$2K	Hold	51	–	–	﹤0.01%	721
2019 Q2	$2K	Hold	51	–	–	﹤0.01%	696
2019 Q1	$2K	Buy	+51	New	+$1.76K	﹤0.01%	696

Other funds holding SMAR

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

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 New York $22.8B AUM 30.07% 1-Year Est. Return

FAM

Foxhaven Asset Management Charlottesville, Virginia $3.19B AUM 12.34% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Howe & Rusling's SMAR Position: Q2 2020 in Review

Howe & Rusling sold out of Smartsheet Inc. (SMAR) in Q2 2020, closing a stake of 78 shares — an estimated $3K sold.

Howe & Rusling first reported a position in SMAR in Q1 2019 and held it in 5 quarters. The position peaked at $3K in Q1 2020. 256 funds tracked by Wall St. Rank hold SMAR as of Q2 2020.

Howe & Rusling reported no remaining Smartsheet Inc. position as of Q2 2020 after selling out during the quarter.
Howe & Rusling sold 78 Smartsheet Inc. shares in Q2 2020, an estimated $3K.
Howe & Rusling first reported a position in Smartsheet Inc. in Q1 2019 and held it in 5 quarters.
Howe & Rusling's Smartsheet Inc. position peaked at $3K in Q1 2020.
256 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q2 2020.

Based on Howe & Rusling's 13F filing for Q2 2020, filed 15 Jul 2020.