OWM
SMAR

OneAscent Wealth Management’s Smartsheet Inc. SMAR Stock Holding History

OneAscent Wealth Management’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
2021
Q1 		$287K Buy
4,483
+478
+12% +$33.4K 0.12% 172
2020
Q4 		$278K Buy
+4,005
New +$235K 0.13% 162

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
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

OneAscent Wealth Management's SMAR Position: Q1 2021 in Review

OneAscent Wealth Management increased its Smartsheet Inc. (SMAR) stake by 12% in Q1 2021, buying an estimated $33.4K and bringing the position to 4,483 shares worth $287K. The position accounts for 0.12% of the portfolio, ranked #172.

OneAscent Wealth Management first reported a position in SMAR in Q4 2020 and has held it in 2 quarters since. 278 funds tracked by Wall St. Rank hold SMAR as of Q1 2021.

  • OneAscent Wealth Management held 4,483 shares of Smartsheet Inc. worth $287K as of Q1 2021.
  • OneAscent Wealth Management bought 478 Smartsheet Inc. shares in Q1 2021, an estimated $33.4K.
  • Smartsheet Inc. made up 0.12% of OneAscent Wealth Management's portfolio in Q1 2021, its #172 holding.
  • OneAscent Wealth Management first reported a position in Smartsheet Inc. in Q4 2020 and has held it in 2 quarters since.
  • 278 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2021.

Based on OneAscent Wealth Management's 13F filing for Q1 2021, filed 27 Apr 2021.