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SMAR

Neuburgh Advisers’s Smartsheet Inc. SMAR Stock Holding History

Neuburgh Advisers’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
2019
Q3 		$91K Hold
2,530
– – ﹤0.01% 804
2019
Q2 		$122K Buy
2,530
+1,100
+77% +$46.7K ﹤0.01% 774
2019
Q1 		$58K Buy
1,430
+44
+3% +$1.52K ﹤0.01% 843
2018
Q4 		$34K Buy
1,386
+660
+91% +$16.4K ﹤0.01% 843
2018
Q3 		$23K Buy
+726
New +$19.3K ﹤0.01% 870

Other funds holding SMAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
1WCM
12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Neuburgh Advisers's SMAR Position: Q3 2019 in Review

Neuburgh Advisers held its Smartsheet Inc. (SMAR) position steady in Q3 2019 at 2,530 shares worth $91K. The position accounts for ﹤0.01% of the portfolio, ranked #804.

Neuburgh Advisers first reported a position in SMAR in Q3 2018 and has held it in 5 quarters since. The position peaked at $122K in Q2 2019. 233 funds tracked by Wall St. Rank hold SMAR as of Q3 2019.

  • Neuburgh Advisers held 2,530 shares of Smartsheet Inc. worth $91K as of Q3 2019.
  • Neuburgh Advisers left its Smartsheet Inc. share count unchanged in Q3 2019.
  • Smartsheet Inc. made up ﹤0.01% of Neuburgh Advisers's portfolio in Q3 2019, its #804 holding.
  • Neuburgh Advisers first reported a position in Smartsheet Inc. in Q3 2018 and has held it in 5 quarters since.
  • Neuburgh Advisers's Smartsheet Inc. position peaked at $122K in Q2 2019.
  • 233 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q3 2019.

Based on Neuburgh Advisers's 13F filing for Q3 2019, filed 14 Nov 2019.