LWM
SMAR

Lenox Wealth Management’s Smartsheet Inc. SMAR Stock Holding History

Lenox Wealth 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
2020
Q2 		$5K Buy
+108
New +$5.5K ﹤0.01% 539

Other funds holding SMAR

Capital World Investors
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
1WCM
12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
FAM
Foxhaven Asset Management Charlottesville, Virginia $3.19B AUM 12.34% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Lenox Wealth Management's SMAR Position: Q2 2020 in Review

Lenox Wealth Management opened a new position in Smartsheet Inc. (SMAR) in Q2 2020: 108 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #539 among its holdings.

256 funds tracked by Wall St. Rank hold SMAR as of Q2 2020.

  • Lenox Wealth Management held 108 shares of Smartsheet Inc. worth $5K as of Q2 2020.
  • Smartsheet Inc. was a new Lenox Wealth Management position in Q2 2020.
  • Smartsheet Inc. made up ﹤0.01% of Lenox Wealth Management's portfolio in Q2 2020, its #539 holding.
  • 256 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.