PFWA
SMAR

Paces Ferry Wealth Advisors’s Smartsheet Inc. SMAR Stock Holding History

Paces Ferry Wealth 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
2020
Q4 		– Sell
-20
Closed -$1K – 1160
2020
Q3 		$1K Buy
+20
New +$966 ﹤0.01% 1022

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BCM
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1WCM
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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
CIP
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FAM
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ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
WRCM
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Paces Ferry Wealth Advisors's SMAR Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Smartsheet Inc. (SMAR) in Q4 2020, closing a stake of 20 shares — an estimated $1K sold.

Paces Ferry Wealth Advisors first reported a position in SMAR in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 315 funds tracked by Wall St. Rank hold SMAR as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Smartsheet Inc. position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 20 Smartsheet Inc. shares in Q4 2020, an estimated $1K.
  • Paces Ferry Wealth Advisors first reported a position in Smartsheet Inc. in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Smartsheet Inc. position peaked at $1K in Q3 2020.
  • 315 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.