MWA
SMAR

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

Moser 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
2024
Q3 		– Sell
-3,565
Closed -$157K – 155
2024
Q2 		$157K Sell
3,565
-1,922
-35% -$76.6K 0.09% 80
2024
Q1 		$211K Sell
5,487
-1,556
-22% -$67.9K 0.12% 73
2023
Q4 		$337K Buy
+7,043
New +$300K 0.22% 61

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
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
VEPM
Vista Equity Partners Management San Francisco, California $42.7M AUM 16.65% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Moser Wealth Advisors's SMAR Position: Q3 2024 in Review

Moser Wealth Advisors sold out of Smartsheet Inc. (SMAR) in Q3 2024, closing a stake of 3,565 shares — an estimated $157K sold.

Moser Wealth Advisors first reported a position in SMAR in Q4 2023 and held it in 3 quarters. The position peaked at $337K in Q4 2023. 411 funds tracked by Wall St. Rank hold SMAR as of Q3 2024.

  • Moser Wealth Advisors reported no remaining Smartsheet Inc. position as of Q3 2024 after selling out during the quarter.
  • Moser Wealth Advisors sold 3,565 Smartsheet Inc. shares in Q3 2024, an estimated $157K.
  • Moser Wealth Advisors first reported a position in Smartsheet Inc. in Q4 2023 and held it in 3 quarters.
  • Moser Wealth Advisors's Smartsheet Inc. position peaked at $337K in Q4 2023.
  • 411 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q3 2024.

Based on Moser Wealth Advisors's 13F filing for Q3 2024, filed 5 Nov 2024.