PIA
SMAR

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

Piedmont 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
2020
Q2 		– Sell
-7,694
Closed -$319K – 727
2020
Q1 		$319K Buy
7,694
+1,050
+16% +$47.7K 0.01% 587
2019
Q4 		$298K Buy
6,644
+113
+2% +$4.67K 0.01% 758
2019
Q3 		$235K Buy
6,531
+358
+6% +$17.1K 0.01% 823
2019
Q2 		$299K Buy
+6,173
New +$262K 0.01% 770

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
1WCM
12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
FAM
Foxhaven Asset Management Charlottesville, Virginia $3.19B AUM 12.34% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Piedmont Investment Advisors's SMAR Position: Q2 2020 in Review

Piedmont Investment Advisors sold out of Smartsheet Inc. (SMAR) in Q2 2020, closing a stake of 7,694 shares — an estimated $319K sold.

Piedmont Investment Advisors first reported a position in SMAR in Q2 2019 and held it in 4 quarters. The position peaked at $319K in Q1 2020. 256 funds tracked by Wall St. Rank hold SMAR as of Q2 2020.

  • Piedmont Investment Advisors reported no remaining Smartsheet Inc. position as of Q2 2020 after selling out during the quarter.
  • Piedmont Investment Advisors sold 7,694 Smartsheet Inc. shares in Q2 2020, an estimated $319K.
  • Piedmont Investment Advisors first reported a position in Smartsheet Inc. in Q2 2019 and held it in 4 quarters.
  • Piedmont Investment Advisors's Smartsheet Inc. position peaked at $319K in Q1 2020.
  • 256 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q2 2020.

Based on Piedmont Investment Advisors's 13F filing for Q2 2020.