PFS
SMAR

Prospera Financial Services’s Smartsheet Inc. SMAR Stock Holding History

Prospera Financial Services’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
Q2 		– Sell
-1,693
Closed -$93K – 2683
2022
Q1 		$93K Buy
+1,693
New +$96.7K ﹤0.01% 1140
2020
Q4 		– Sell
-1,932
Closed -$95K – 1620
2020
Q3 		$95K Buy
+1,932
New +$93.3K 0.04% 420

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
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NPCM
North Peak Capital Management New York $601M AUM 0.2% 1-Year Est. Return
AllianceBernstein
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.57B AUM 3.13% 1-Year Est. Return

Prospera Financial Services's SMAR Position: Q2 2022 in Review

Prospera Financial Services sold out of Smartsheet Inc. (SMAR) in Q2 2022, closing a stake of 1,693 shares — an estimated $93K sold.

Prospera Financial Services first reported a position in SMAR in Q3 2020 and held it in 2 quarters. The position peaked at $95K in Q3 2020. 302 funds tracked by Wall St. Rank hold SMAR as of Q2 2022.

  • Prospera Financial Services reported no remaining Smartsheet Inc. position as of Q2 2022 after selling out during the quarter.
  • Prospera Financial Services sold 1,693 Smartsheet Inc. shares in Q2 2022, an estimated $93K.
  • Prospera Financial Services first reported a position in Smartsheet Inc. in Q3 2020 and held it in 2 quarters.
  • Prospera Financial Services's Smartsheet Inc. position peaked at $95K in Q3 2020.
  • 302 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.