MWA
SMAR

MFA Wealth Advisors’s Smartsheet Inc. SMAR Stock Holding History

MFA Wealth Advisors’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
Q3 		– Sell
-258
Closed -$13.1K – 244
2020
Q2 		$13.1K Buy
+258
New +$13.1K 0.01% 142

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
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
1WCM
12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

MFA Wealth Advisors's SMAR Position: Q3 2020 in Review

MFA Wealth Advisors sold out of Smartsheet Inc. (SMAR) in Q3 2020, closing a stake of 258 shares — an estimated $13.1K sold.

MFA Wealth Advisors first reported a position in SMAR in Q2 2020 and held it in 1 quarter. The position peaked at $13.1K in Q2 2020. 275 funds tracked by Wall St. Rank hold SMAR as of Q3 2020.

  • MFA Wealth Advisors reported no remaining Smartsheet Inc. position as of Q3 2020 after selling out during the quarter.
  • MFA Wealth Advisors sold 258 Smartsheet Inc. shares in Q3 2020, an estimated $13.1K.
  • MFA Wealth Advisors first reported a position in Smartsheet Inc. in Q2 2020 and held it in 1 quarter.
  • MFA Wealth Advisors's Smartsheet Inc. position peaked at $13.1K in Q2 2020.
  • 275 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q3 2020.

Based on MFA Wealth Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.