OPS
SMAR

Orion Portfolio Solutions’s Smartsheet Inc. SMAR Stock Holding History

Orion Portfolio Solutions’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
Q3 		– Sell
-18
Closed -$1K – 2139
2020
Q2 		$1K Buy
18
+4
+29% +$204 ﹤0.01% 2106
2020
Q1 		$1K Sell
14
-153
-92% -$6.94K ﹤0.01% 1835
2019
Q4 		$8K Buy
+167
New +$6.91K ﹤0.01% 1114

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
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
1WCM
12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Orion Portfolio Solutions's SMAR Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Smartsheet Inc. (SMAR) in Q3 2020, closing a stake of 18 shares — an estimated $1K sold.

Orion Portfolio Solutions first reported a position in SMAR in Q4 2019 and held it in 3 quarters. The position peaked at $8K in Q4 2019. 275 funds tracked by Wall St. Rank hold SMAR as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Smartsheet Inc. position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 18 Smartsheet Inc. shares in Q3 2020, an estimated $1K.
  • Orion Portfolio Solutions first reported a position in Smartsheet Inc. in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's Smartsheet Inc. position peaked at $8K in Q4 2019.
  • 275 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.