Pictet Asset Management (Switzerland)’s Smartsheet Inc. SMAR Stock Holding History

Pictet Asset Management (Switzerland)’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
2023 Q2	$589K	Buy	15,389 +462	+3%	+$20K	﹤0.01%	1162
2023 Q1	$714K	Hold	14,927	–	–	﹤0.01%	1091
2022 Q4	$588K	Buy	14,927 +5,701	+62%	+$194K	﹤0.01%	1181
2022 Q3	$317K	Buy	9,226 +1,959	+27%	+$66.4K	﹤0.01%	1221
2022 Q2	$228K	Hold	7,267	–	–	﹤0.01%	1380
2022 Q1	$398K	Hold	7,267	–	–	﹤0.01%	1233
2021 Q4	$563K	Sell	7,267 -788	-10%	-$55K	﹤0.01%	1170
2021 Q3	$554K	Buy	+8,055	New	+$592K	﹤0.01%	1178

Other funds holding SMAR

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

NPCM

North Peak Capital Management New York $601M AUM 0.2% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

DAM

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

Westfield Capital Management Boston, Massachusetts $30.6B AUM 61.81% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Pictet Asset Management (Switzerland)'s SMAR Position: Q2 2023 in Review

Pictet Asset Management (Switzerland) increased its Smartsheet Inc. (SMAR) stake by 3.1% in Q2 2023, buying an estimated $20K and bringing the position to 15,389 shares worth $589K. The position accounts for ﹤0.01% of the portfolio, ranked #1162.

Pictet Asset Management (Switzerland) first reported a position in SMAR in Q3 2021 and has held it in 8 quarters since. The position peaked at $714K in Q1 2023. 344 funds tracked by Wall St. Rank hold SMAR as of Q2 2023.

Pictet Asset Management (Switzerland) held 15,389 shares of Smartsheet Inc. worth $589K as of Q2 2023.
Pictet Asset Management (Switzerland) bought 462 Smartsheet Inc. shares in Q2 2023, an estimated $20K.
Smartsheet Inc. made up ﹤0.01% of Pictet Asset Management (Switzerland)'s portfolio in Q2 2023, its #1162 holding.
Pictet Asset Management (Switzerland) first reported a position in Smartsheet Inc. in Q3 2021 and has held it in 8 quarters since.
Pictet Asset Management (Switzerland)'s Smartsheet Inc. position peaked at $714K in Q1 2023.
344 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q2 2023.

Based on Pictet Asset Management (Switzerland)'s 13F filing for Q2 2023, filed 10 Aug 2023.