OFS
SMAR

OneAscent Financial Services’s Smartsheet Inc. SMAR Stock Holding History

OneAscent Financial Services’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
2020
Q4 		– Sell
-4,511
Closed -$223K – 198
2020
Q3 		$223K Buy
+4,511
New +$218K 0.12% 167
2020
Q1 		– Sell
-4,597
Closed -$206K – 199
2019
Q4 		$206K Buy
+4,597
New +$190K 0.11% 151

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 $5.72T AUM 30.48% 1-Year Est. Return
1WCM
12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
FAM
Foxhaven Asset Management Charlottesville, Virginia $3.19B AUM 12.34% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

OneAscent Financial Services's SMAR Position: Q4 2020 in Review

OneAscent Financial Services sold out of Smartsheet Inc. (SMAR) in Q4 2020, closing a stake of 4,511 shares — an estimated $223K sold.

OneAscent Financial Services first reported a position in SMAR in Q4 2019 and held it in 2 quarters. The position peaked at $223K in Q3 2020. 315 funds tracked by Wall St. Rank hold SMAR as of Q4 2020.

  • OneAscent Financial Services reported no remaining Smartsheet Inc. position as of Q4 2020 after selling out during the quarter.
  • OneAscent Financial Services sold 4,511 Smartsheet Inc. shares in Q4 2020, an estimated $223K.
  • OneAscent Financial Services first reported a position in Smartsheet Inc. in Q4 2019 and held it in 2 quarters.
  • OneAscent Financial Services's Smartsheet Inc. position peaked at $223K in Q3 2020.
  • 315 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q4 2020.

Based on OneAscent Financial Services's 13F filing for Q4 2020, filed 13 Jan 2021.