JP Morgan Private Wealth Advisors’s Smartsheet Inc. SMAR Stock Holding History

JP Morgan Private Wealth Advisors’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
2023 Q3	$224K	Sell	5,547 -977	-15%	-$40.1K	﹤0.01%	1594
2023 Q2	$250K	Sell	6,524 -2,125	-25%	-$91.9K	﹤0.01%	1314
2023 Q1	$413K	Sell	8,649 -840	-9%	-$36.5K	﹤0.01%	1548
2022 Q4	$373K	Sell	9,489 -9	-0.1%	-$307	﹤0.01%	1573
2022 Q3	$326K	Sell	9,498 -1,369	-13%	-$46.4K	﹤0.01%	1623
2022 Q2	$342K	Sell	10,867 -861	-7%	-$35.7K	﹤0.01%	1599
2022 Q1	$642K	Sell	11,728 -11,840	-50%	-$676K	﹤0.01%	1418
2021 Q4	$1.82M	Sell	23,568 -2,827	-11%	-$197K	﹤0.01%	947
2021 Q3	$1.82M	Buy	26,395 +10,279	+64%	+$756K	﹤0.01%	936
2021 Q2	$1.17M	Buy	+16,116	New	+$1.01M	﹤0.01%	1122
2021 Q1	–	Sell	-6,882	Closed	-$477K	–	1808
2020 Q4	$477K	Buy	+6,882	New	+$403K	﹤0.01%	1308

Other funds holding SMAR

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BCM

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

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

DCM

Dorsal Capital Management Redwood City, California $2.57B AUM 3.13% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

NPCM

North Peak Capital Management New York $601M AUM 0.2% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

JP Morgan Private Wealth Advisors's SMAR Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Smartsheet Inc. (SMAR) stake by 15% in Q3 2023, selling an estimated $40.1K and leaving 5,547 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #1594.

JP Morgan Private Wealth Advisors first reported a position in SMAR in Q4 2020 and has held it in 11 quarters since. The position peaked at $1.82M in Q4 2021. 353 funds tracked by Wall St. Rank hold SMAR as of Q3 2023.

JP Morgan Private Wealth Advisors held 5,547 shares of Smartsheet Inc. worth $224K as of Q3 2023.
JP Morgan Private Wealth Advisors sold 977 Smartsheet Inc. shares in Q3 2023, an estimated $40.1K.
Smartsheet Inc. made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1594 holding.
JP Morgan Private Wealth Advisors first reported a position in Smartsheet Inc. in Q4 2020 and has held it in 11 quarters since.
JP Morgan Private Wealth Advisors's Smartsheet Inc. position peaked at $1.82M in Q4 2021.
353 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.