Janiczek Wealth Management’s Smartsheet Inc. SMAR Stock Holding History

Janiczek Wealth 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	$485	Hold	11	–	–	﹤0.01%	1004
2024 Q1	$424	Hold	11	–	–	﹤0.01%	1013
2023 Q4	$527	Hold	11	–	–	﹤0.01%	996
2023 Q3	$446	Hold	11	–	–	﹤0.01%	988
2023 Q2	$421	Hold	11	–	–	﹤0.01%	921
2023 Q1	$490	Hold	11	–	–	﹤0.01%	909
2022 Q4	$448	Buy	+11	New	+$375	﹤0.01%	922
2022 Q2	–	Sell	-22	Closed	-$1K	–	1094
2022 Q1	$1K	Sell	22 -113	-84%	-$6.45K	﹤0.01%	922
2021 Q4	$10K	Hold	135	–	–	﹤0.01%	599
2021 Q3	$9K	Hold	135	–	–	﹤0.01%	599
2021 Q2	$10K	Sell	135 -170	-56%	-$10.6K	﹤0.01%	561
2021 Q1	$19K	Buy	305 +120	+65%	+$8.4K	0.01%	415
2020 Q4	$13K	Buy	185 +142	+330%	+$8.32K	0.01%	427
2020 Q3	$2K	Buy	+43	New	+$2.08K	﹤0.01%	535

Other funds holding SMAR

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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 $7.88B AUM 6.82% 1-Year Est. Return

Janiczek Wealth Management's SMAR Position: Q2 2024 in Review

Janiczek Wealth Management held its Smartsheet Inc. (SMAR) position steady in Q2 2024 at 11 shares worth $485. The position accounts for ﹤0.01% of the portfolio, ranked #1004.

Janiczek Wealth Management first reported a position in SMAR in Q3 2020 and has held it in 14 quarters since. The position peaked at $19K in Q1 2021. 395 funds tracked by Wall St. Rank hold SMAR as of Q2 2024.

Janiczek Wealth Management held 11 shares of Smartsheet Inc. worth $485 as of Q2 2024.
Janiczek Wealth Management left its Smartsheet Inc. share count unchanged in Q2 2024.
Smartsheet Inc. made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #1004 holding.
Janiczek Wealth Management first reported a position in Smartsheet Inc. in Q3 2020 and has held it in 14 quarters since.
Janiczek Wealth Management's Smartsheet Inc. position peaked at $19K in Q1 2021.
395 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.