Koshinski Asset Management
SMAR

Koshinski Asset Management’s Smartsheet Inc. SMAR Stock Holding History

Koshinski 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
2022
Q2 		– Sell
-817
Closed -$44.8K – 2034
2022
Q1 		$44.8K Buy
817
+8
+1% +$457 ﹤0.01% 1152
2021
Q4 		$62.7K Hold
809
– – 0.01% 1037
2021
Q3 		$55.7K Buy
+809
New +$59.5K ﹤0.01% 1070

Other funds holding SMAR

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Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NPCM
North Peak Capital Management New York $601M AUM 0.2% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
DAM
Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.57B AUM 3.13% 1-Year Est. Return

Koshinski Asset Management's SMAR Position: Q2 2022 in Review

Koshinski Asset Management sold out of Smartsheet Inc. (SMAR) in Q2 2022, closing a stake of 817 shares — an estimated $44.8K sold.

Koshinski Asset Management first reported a position in SMAR in Q3 2021 and held it in 3 quarters. The position peaked at $62.7K in Q4 2021. 302 funds tracked by Wall St. Rank hold SMAR as of Q2 2022.

  • Koshinski Asset Management reported no remaining Smartsheet Inc. position as of Q2 2022 after selling out during the quarter.
  • Koshinski Asset Management sold 817 Smartsheet Inc. shares in Q2 2022, an estimated $44.8K.
  • Koshinski Asset Management first reported a position in Smartsheet Inc. in Q3 2021 and held it in 3 quarters.
  • Koshinski Asset Management's Smartsheet Inc. position peaked at $62.7K in Q4 2021.
  • 302 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q2 2022.

Based on Koshinski Asset Management's 13F filing for Q2 2022, filed 12 Jul 2022.