KI
SMAR

Kapitalo Investimentos’s Smartsheet Inc. SMAR Stock Holding History

Kapitalo Investimentos’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 		– Sell
-2,830
Closed -$108K – 710
2023
Q2 		$108K Buy
+2,830
New +$122K 0.02% 340

Other funds holding SMAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
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
EC
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
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AllianceBernstein
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Kapitalo Investimentos's SMAR Position: Q3 2023 in Review

Kapitalo Investimentos sold out of Smartsheet Inc. (SMAR) in Q3 2023, closing a stake of 2,830 shares — an estimated $108K sold.

Kapitalo Investimentos first reported a position in SMAR in Q2 2023 and held it in 1 quarter. The position peaked at $108K in Q2 2023. 353 funds tracked by Wall St. Rank hold SMAR as of Q3 2023.

  • Kapitalo Investimentos reported no remaining Smartsheet Inc. position as of Q3 2023 after selling out during the quarter.
  • Kapitalo Investimentos sold 2,830 Smartsheet Inc. shares in Q3 2023, an estimated $108K.
  • Kapitalo Investimentos first reported a position in Smartsheet Inc. in Q2 2023 and held it in 1 quarter.
  • Kapitalo Investimentos's Smartsheet Inc. position peaked at $108K in Q2 2023.
  • 353 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q3 2023.

Based on Kapitalo Investimentos's 13F filing for Q3 2023, filed 29 Mar 2024.