PFS Investments’s Smartsheet Inc. SMAR Stock Holding History

PFS Investments’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 Q2	–	Sell	-6,289	Closed	-$402K	–	386
2021 Q1	$402K	Buy	+6,289	New	+$440K	0.01%	307

Other funds holding SMAR

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 New York $5.72T AUM 30.48% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

DAM

Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

PFS Investments's SMAR Position: Q2 2021 in Review

PFS Investments sold out of Smartsheet Inc. (SMAR) in Q2 2021, closing a stake of 6,289 shares — an estimated $402K sold.

PFS Investments first reported a position in SMAR in Q1 2021 and held it in 1 quarter. The position peaked at $402K in Q1 2021. 319 funds tracked by Wall St. Rank hold SMAR as of Q2 2021.

PFS Investments reported no remaining Smartsheet Inc. position as of Q2 2021 after selling out during the quarter.
PFS Investments sold 6,289 Smartsheet Inc. shares in Q2 2021, an estimated $402K.
PFS Investments first reported a position in Smartsheet Inc. in Q1 2021 and held it in 1 quarter.
PFS Investments's Smartsheet Inc. position peaked at $402K in Q1 2021.
319 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q2 2021.

Based on PFS Investments's 13F filing for Q2 2021, filed 13 Aug 2021.