PS
SMAR

Planned Solutions’s Smartsheet Inc. SMAR Stock Holding History

Planned 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
2024
Q1 		– Sell
-500
Closed -$23.9K – 577
2023
Q4 		$23.9K Buy
+500
New +$21.3K 0.01% 358

Other funds holding SMAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
NPCM
North Peak Capital Management New York $601M AUM 0.2% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.57B AUM 3.13% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Planned Solutions's SMAR Position: Q1 2024 in Review

Planned Solutions sold out of Smartsheet Inc. (SMAR) in Q1 2024, closing a stake of 500 shares — an estimated $23.9K sold.

Planned Solutions first reported a position in SMAR in Q4 2023 and held it in 1 quarter. The position peaked at $23.9K in Q4 2023. 360 funds tracked by Wall St. Rank hold SMAR as of Q1 2024.

  • Planned Solutions reported no remaining Smartsheet Inc. position as of Q1 2024 after selling out during the quarter.
  • Planned Solutions sold 500 Smartsheet Inc. shares in Q1 2024, an estimated $23.9K.
  • Planned Solutions first reported a position in Smartsheet Inc. in Q4 2023 and held it in 1 quarter.
  • Planned Solutions's Smartsheet Inc. position peaked at $23.9K in Q4 2023.
  • 360 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2024.

Based on Planned Solutions's 13F filing for Q1 2024, filed 26 Apr 2024.