Nisa Investment Advisors
SMAR

Nisa Investment Advisors’s Smartsheet Inc. SMAR Stock Holding History

Nisa Investment 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
2022
Q2 		– Sell
-5,800
Closed -$318K – 2528
2022
Q1 		$318K Buy
+5,800
New +$331K ﹤0.01% 1217
2021
Q4 		– Sell
-400
Closed -$28 – 2338
2021
Q3 		$28 Sell
400
-45,800
-99% -$3.37M ﹤0.01% 2031
2021
Q2 		$3.34K Buy
46,200
+20,200
+78% +$1.26M 0.02% 580
2021
Q1 		$1.66K Buy
+26,000
New +$1.82M 0.01% 768

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
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NPCM
North Peak Capital Management New York $601M AUM 0.2% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
DAM
Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.57B AUM 3.13% 1-Year Est. Return

Nisa Investment Advisors's SMAR Position: Q2 2022 in Review

Nisa Investment Advisors sold out of Smartsheet Inc. (SMAR) in Q2 2022, closing a stake of 5,800 shares — an estimated $318K sold.

Nisa Investment Advisors first reported a position in SMAR in Q1 2021 and held it in 4 quarters. The position peaked at $318K in Q1 2022. 302 funds tracked by Wall St. Rank hold SMAR as of Q2 2022.

  • Nisa Investment Advisors reported no remaining Smartsheet Inc. position as of Q2 2022 after selling out during the quarter.
  • Nisa Investment Advisors sold 5,800 Smartsheet Inc. shares in Q2 2022, an estimated $318K.
  • Nisa Investment Advisors first reported a position in Smartsheet Inc. in Q1 2021 and held it in 4 quarters.
  • Nisa Investment Advisors's Smartsheet Inc. position peaked at $318K in Q1 2022.
  • 302 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q2 2022.

Based on Nisa Investment Advisors's 13F filing for Q2 2022, filed 3 Aug 2022.