IFAM
SMAR

Institutional & Family Asset Management’s Smartsheet Inc. SMAR Stock Holding History

Institutional & Family Asset Management’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
Q2 		$793 Sell
18
-8
-31% -$319 ﹤0.01% 667
2024
Q1 		$1K Buy
26
+8
+44% +$349 ﹤0.01% 638
2023
Q4 		$861 Hold
18
– – ﹤0.01% 627
2023
Q3 		$728 Hold
18
– – ﹤0.01% 639
2023
Q2 		$689 Hold
18
– – ﹤0.01% 656
2023
Q1 		$860 Buy
18
+5
+38% +$218 ﹤0.01% 644
2022
Q4 		$512 Hold
13
– – ﹤0.01% 656
2022
Q3 		$0 Hold
13
– – ﹤0.01% 796
2022
Q2 		$0 Buy
13
+5
+63% +$207 ﹤0.01% 818
2022
Q1 		$0 Hold
8
– – ﹤0.01% 848
2021
Q4 		$1K Buy
+8
New +$559 ﹤0.01% 774

Other funds holding SMAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
VEPM
Vista Equity Partners Management San Francisco, California $42.7M AUM 16.65% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
NPCM
North Peak Capital Management New York $601M AUM 0.2% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.57B AUM 3.13% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Institutional & Family Asset Management's SMAR Position: Q2 2024 in Review

Institutional & Family Asset Management reduced its Smartsheet Inc. (SMAR) stake by 31% in Q2 2024, selling an estimated $319 and leaving 18 shares worth $793. The position accounts for ﹤0.01% of the portfolio, ranked #667.

Institutional & Family Asset Management first reported a position in SMAR in Q4 2021 and has held it in 11 quarters since. The position peaked at $1K in Q1 2024. 395 funds tracked by Wall St. Rank hold SMAR as of Q2 2024.

  • Institutional & Family Asset Management held 18 shares of Smartsheet Inc. worth $793 as of Q2 2024.
  • Institutional & Family Asset Management sold 8 Smartsheet Inc. shares in Q2 2024, an estimated $319.
  • Smartsheet Inc. made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #667 holding.
  • Institutional & Family Asset Management first reported a position in Smartsheet Inc. in Q4 2021 and has held it in 11 quarters since.
  • Institutional & Family Asset Management's Smartsheet Inc. position peaked at $1K in Q1 2024.
  • 395 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.