OIA
SMAR

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

Optimum 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
2019
Q2 		– Sell
-1,000
Closed -$41K – 1016
2019
Q1 		$41K Buy
+1,000
New +$34.6K 0.01% 546

Other funds holding SMAR

IHG
Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Optimum Investment Advisors's SMAR Position: Q2 2019 in Review

Optimum Investment Advisors sold out of Smartsheet Inc. (SMAR) in Q2 2019, closing a stake of 1,000 shares — an estimated $41K sold.

Optimum Investment Advisors first reported a position in SMAR in Q1 2019 and held it in 1 quarter. The position peaked at $41K in Q1 2019. 221 funds tracked by Wall St. Rank hold SMAR as of Q2 2019.

  • Optimum Investment Advisors reported no remaining Smartsheet Inc. position as of Q2 2019 after selling out during the quarter.
  • Optimum Investment Advisors sold 1,000 Smartsheet Inc. shares in Q2 2019, an estimated $41K.
  • Optimum Investment Advisors first reported a position in Smartsheet Inc. in Q1 2019 and held it in 1 quarter.
  • Optimum Investment Advisors's Smartsheet Inc. position peaked at $41K in Q1 2019.
  • 221 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q2 2019.

Based on Optimum Investment Advisors's 13F filing for Q2 2019, filed 29 Jul 2019.