MFS
SMAR

Mirabella Financial Services’s Smartsheet Inc. SMAR Stock Holding History

Mirabella 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
2024
Q2 		– Sell
-19,215
Closed -$740K – 746
2024
Q1 		$740K Buy
+19,215
New +$838K 0.05% 234
2022
Q1 		– Sell
-3,935
Closed -$305K – 710
2021
Q4 		$305K Buy
+3,935
New +$275K 0.03% 293

Other funds holding SMAR

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VEPM
Vista Equity Partners Management San Francisco, California $42.7M AUM 16.65% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
NPCM
North Peak Capital Management New York $601M AUM 0.2% 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

Mirabella Financial Services's SMAR Position: Q2 2024 in Review

Mirabella Financial Services sold out of Smartsheet Inc. (SMAR) in Q2 2024, closing a stake of 19,215 shares — an estimated $740K sold.

Mirabella Financial Services first reported a position in SMAR in Q4 2021 and held it in 2 quarters. The position peaked at $740K in Q1 2024. 395 funds tracked by Wall St. Rank hold SMAR as of Q2 2024.

  • Mirabella Financial Services reported no remaining Smartsheet Inc. position as of Q2 2024 after selling out during the quarter.
  • Mirabella Financial Services sold 19,215 Smartsheet Inc. shares in Q2 2024, an estimated $740K.
  • Mirabella Financial Services first reported a position in Smartsheet Inc. in Q4 2021 and held it in 2 quarters.
  • Mirabella Financial Services's Smartsheet Inc. position peaked at $740K in Q1 2024.
  • 395 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q2 2024.

Based on Mirabella Financial Services's 13F filing for Q2 2024, filed 8 Aug 2024.