MCC
SMAR

Money Concepts Capital’s Smartsheet Inc. SMAR Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-100
Closed -$3.94K – 3039
2022
Q4 		$3.94K Buy
+100
New +$3.41K ﹤0.01% 2450
2022
Q2 		– Sell
-100
Closed -$5K – 2692
2022
Q1 		$5K Buy
+100
New +$5.71K ﹤0.01% 2230

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 $6.73T AUM 46.02% 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
DAM
Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Money Concepts Capital's SMAR Position: Q1 2023 in Review

Money Concepts Capital sold out of Smartsheet Inc. (SMAR) in Q1 2023, closing a stake of 100 shares — an estimated $3.94K sold.

Money Concepts Capital first reported a position in SMAR in Q1 2022 and held it in 2 quarters. The position peaked at $5K in Q1 2022. 358 funds tracked by Wall St. Rank hold SMAR as of Q1 2023.

  • Money Concepts Capital reported no remaining Smartsheet Inc. position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 100 Smartsheet Inc. shares in Q1 2023, an estimated $3.94K.
  • Money Concepts Capital first reported a position in Smartsheet Inc. in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Smartsheet Inc. position peaked at $5K in Q1 2022.
  • 358 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.