PFA
SMAR

Professional Financial Advisors’s Smartsheet Inc. SMAR Stock Holding History

Professional Financial 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
2022
Q4 		– Sell
-209
Closed -$7K – 490
2022
Q3 		$7K Buy
+209
New +$7.08K ﹤0.01% 330
2022
Q2 		– Sell
-181
Closed -$10K – 524
2022
Q1 		$10K Sell
181
-4,795
-96% -$274K ﹤0.01% 319
2021
Q4 		$385K Buy
4,976
+255
+5% +$17.8K 0.17% 72
2021
Q3 		$325K Buy
+4,721
New +$347K 0.19% 69
2021
Q2 		– Sell
-4,196
Closed -$268K – 434
2021
Q1 		$268K Buy
+4,196
New +$294K 0.17% 79

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 $5.72T AUM 30.48% 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
DAM
Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.57B AUM 3.13% 1-Year Est. Return

Professional Financial Advisors's SMAR Position: Q4 2022 in Review

Professional Financial Advisors sold out of Smartsheet Inc. (SMAR) in Q4 2022, closing a stake of 209 shares — an estimated $7K sold.

Professional Financial Advisors first reported a position in SMAR in Q1 2021 and held it in 5 quarters. The position peaked at $385K in Q4 2021. 321 funds tracked by Wall St. Rank hold SMAR as of Q4 2022.

  • Professional Financial Advisors reported no remaining Smartsheet Inc. position as of Q4 2022 after selling out during the quarter.
  • Professional Financial Advisors sold 209 Smartsheet Inc. shares in Q4 2022, an estimated $7K.
  • Professional Financial Advisors first reported a position in Smartsheet Inc. in Q1 2021 and held it in 5 quarters.
  • Professional Financial Advisors's Smartsheet Inc. position peaked at $385K in Q4 2021.
  • 321 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.