MWP
SMAR

Meridian Wealth Partners’s Smartsheet Inc. SMAR Stock Holding History

Meridian Wealth Partners’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
2021
Q2 		– Sell
-203
Closed -$13K – 1344
2021
Q1 		$13K Buy
+203
New +$14.2K ﹤0.01% 393

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
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
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
DAM
Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
FAM
Foxhaven Asset Management Charlottesville, Virginia $3.19B AUM 12.34% 1-Year Est. Return

Meridian Wealth Partners's SMAR Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Smartsheet Inc. (SMAR) in Q2 2021, closing a stake of 203 shares — an estimated $13K sold.

Meridian Wealth Partners first reported a position in SMAR in Q1 2021 and held it in 1 quarter. The position peaked at $13K in Q1 2021. 319 funds tracked by Wall St. Rank hold SMAR as of Q2 2021.

  • Meridian Wealth Partners reported no remaining Smartsheet Inc. position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 203 Smartsheet Inc. shares in Q2 2021, an estimated $13K.
  • Meridian Wealth Partners first reported a position in Smartsheet Inc. in Q1 2021 and held it in 1 quarter.
  • Meridian Wealth Partners's Smartsheet Inc. position peaked at $13K in Q1 2021.
  • 319 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.