NA
SMAR

NewEdge Advisors’s Smartsheet Inc. SMAR Stock Holding History

NewEdge 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
2023
Q4 		– Sell
-4
Closed -$162 – 3896
2023
Q3 		$162 Hold
4
– – ﹤0.01% 3333
2023
Q2 		$153 Sell
4
-698
-99% -$30.2K ﹤0.01% 3397
2023
Q1 		$33.6K Buy
702
+87
+14% +$3.79K ﹤0.01% 2161
2022
Q4 		$24 Buy
+615
New +$21K ﹤0.01% 3574

Other funds holding SMAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

NewEdge Advisors's SMAR Position: Q4 2023 in Review

NewEdge Advisors sold out of Smartsheet Inc. (SMAR) in Q4 2023, closing a stake of 4 shares — an estimated $162 sold.

NewEdge Advisors first reported a position in SMAR in Q4 2022 and held it in 4 quarters. The position peaked at $33.6K in Q1 2023. 378 funds tracked by Wall St. Rank hold SMAR as of Q4 2023.

  • NewEdge Advisors reported no remaining Smartsheet Inc. position as of Q4 2023 after selling out during the quarter.
  • NewEdge Advisors sold 4 Smartsheet Inc. shares in Q4 2023, an estimated $162.
  • NewEdge Advisors first reported a position in Smartsheet Inc. in Q4 2022 and held it in 4 quarters.
  • NewEdge Advisors's Smartsheet Inc. position peaked at $33.6K in Q1 2023.
  • 378 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q4 2023.

Based on NewEdge Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.