Ladenburg Thalmann Financial Services’s Smartsheet Inc. SMAR Stock Holding History

Ladenburg Thalmann Financial Services’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
2019 Q4	$4.57M	Sell	101,801 -199	-0.2%	-$8.23K	0.03%	517
2019 Q3	$3.67M	Sell	102,000 -3,768	-4%	-$179K	0.03%	587
2019 Q2	$5.24M	Sell	105,768 -38,905	-27%	-$1.65M	0.04%	440
2019 Q1	$5.9M	Buy	144,673 +140,850	+3,684%	+$4.87M	0.05%	394
2018 Q4	$95K	Buy	3,823 +138	+4%	+$3.43K	﹤0.01%	2788
2018 Q3	$115K	Buy	+3,685	New	+$98.2K	﹤0.01%	2716

Other funds holding SMAR

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

WRCM

Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

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

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

1WCM

12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

ACA

Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return

Ladenburg Thalmann Financial Services's SMAR Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services reduced its Smartsheet Inc. (SMAR) stake by 0.2% in Q4 2019, selling an estimated $8.23K and leaving 101,801 shares worth $4.57M. The position accounts for 0.03% of the portfolio, ranked #517.

Ladenburg Thalmann Financial Services first reported a position in SMAR in Q3 2018 and has held it in 6 quarters since. The position peaked at $5.9M in Q1 2019. 205 funds tracked by Wall St. Rank hold SMAR as of Q4 2019.

Ladenburg Thalmann Financial Services held 101,801 shares of Smartsheet Inc. worth $4.57M as of Q4 2019.
Ladenburg Thalmann Financial Services sold 199 Smartsheet Inc. shares in Q4 2019, an estimated $8.23K.
Smartsheet Inc. made up 0.03% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #517 holding.
Ladenburg Thalmann Financial Services first reported a position in Smartsheet Inc. in Q3 2018 and has held it in 6 quarters since.
Ladenburg Thalmann Financial Services's Smartsheet Inc. position peaked at $5.9M in Q1 2019.
205 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.