KIA
SMAR

KCM Investment Advisors’s Smartsheet Inc. SMAR Stock Holding History

KCM Investment 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
2024
Q4 		– Sell
-4,321
Closed -$239K – 389
2024
Q3 		$239K Buy
+4,321
New +$209K 0.01% 349
2024
Q1 		– Sell
-4,321
Closed -$207K – 389
2023
Q4 		$207K Buy
+4,321
New +$184K 0.01% 358
2023
Q2 		– Sell
-4,321
Closed -$207K – 414
2023
Q1 		$207K Sell
4,321
-2,467
-36% -$107K 0.01% 392
2022
Q4 		$267K Sell
6,788
-2,800
-29% -$95.4K 0.01% 348
2022
Q3 		$329K Hold
9,588
– – 0.02% 298
2022
Q2 		$301K Sell
9,588
-200
-2% -$8.29K 0.01% 328
2022
Q1 		$536K Hold
9,788
– – 0.02% 273
2021
Q4 		$758K Sell
9,788
-1,287
-12% -$89.9K 0.03% 237
2021
Q3 		$762K Sell
11,075
-3,755
-25% -$276K 0.03% 223
2021
Q2 		$1.07M Buy
+14,830
New +$926K 0.04% 199

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
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
VEPM
Vista Equity Partners Management San Francisco, California $42.7M AUM 16.65% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

KCM Investment Advisors's SMAR Position: Q4 2024 in Review

KCM Investment Advisors sold out of Smartsheet Inc. (SMAR) in Q4 2024, closing a stake of 4,321 shares — an estimated $239K sold.

KCM Investment Advisors first reported a position in SMAR in Q2 2021 and held it in 10 quarters. The position peaked at $1.07M in Q2 2021. 367 funds tracked by Wall St. Rank hold SMAR as of Q4 2024.

  • KCM Investment Advisors reported no remaining Smartsheet Inc. position as of Q4 2024 after selling out during the quarter.
  • KCM Investment Advisors sold 4,321 Smartsheet Inc. shares in Q4 2024, an estimated $239K.
  • KCM Investment Advisors first reported a position in Smartsheet Inc. in Q2 2021 and held it in 10 quarters.
  • KCM Investment Advisors's Smartsheet Inc. position peaked at $1.07M in Q2 2021.
  • 367 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q4 2024.

Based on KCM Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.