MSWM
SMAR

McGlone Suttner Wealth Management’s Smartsheet Inc. SMAR Stock Holding History

McGlone Suttner 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
2024
Q1 		– Sell
-691
Closed -$33K – 811
2023
Q4 		$33K Buy
+691
New +$29.4K 0.01% 343

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 $5.72T AUM 30.48% 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
NPCM
North Peak Capital Management New York $601M AUM 0.2% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.57B AUM 3.13% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

McGlone Suttner Wealth Management's SMAR Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of Smartsheet Inc. (SMAR) in Q1 2024, closing a stake of 691 shares — an estimated $33K sold.

McGlone Suttner Wealth Management first reported a position in SMAR in Q4 2023 and held it in 1 quarter. The position peaked at $33K in Q4 2023. 360 funds tracked by Wall St. Rank hold SMAR as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining Smartsheet Inc. position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 691 Smartsheet Inc. shares in Q1 2024, an estimated $33K.
  • McGlone Suttner Wealth Management first reported a position in Smartsheet Inc. in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's Smartsheet Inc. position peaked at $33K in Q4 2023.
  • 360 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.