My Personal CFO LLC’s Smartsheet Inc. SMAR Stock Holding History

My Personal CFO LLC’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	-6	Closed	-$236	–	871
2022 Q4	$236	Buy	+6	New	+$204	﹤0.01%	873

Other funds holding SMAR

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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 Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

My Personal CFO LLC's SMAR Position: Q1 2023 in Review

My Personal CFO LLC sold out of Smartsheet Inc. (SMAR) in Q1 2023, closing a stake of 6 shares — an estimated $236 sold.

My Personal CFO LLC first reported a position in SMAR in Q4 2022 and held it in 1 quarter. The position peaked at $236 in Q4 2022. 358 funds tracked by Wall St. Rank hold SMAR as of Q1 2023.

My Personal CFO LLC reported no remaining Smartsheet Inc. position as of Q1 2023 after selling out during the quarter.
My Personal CFO LLC sold 6 Smartsheet Inc. shares in Q1 2023, an estimated $236.
My Personal CFO LLC first reported a position in Smartsheet Inc. in Q4 2022 and held it in 1 quarter.
My Personal CFO LLC's Smartsheet Inc. position peaked at $236 in Q4 2022.
358 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.