Raymond James Financial Services Advisors’s Smartsheet Inc. SMAR Stock Holding History

Raymond James Financial Services 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
2021 Q1	–	Sell	-20,951	Closed	-$1.45M	–	3282
2020 Q4	$1.45M	Buy	20,951 +16,569	+378%	+$971K	﹤0.01%	1476
2020 Q3	$217K	Buy	+4,382	New	+$212K	﹤0.01%	2492
2020 Q2	–	Sell	-16,162	Closed	-$671K	–	2919
2020 Q1	$671K	Buy	+16,162	New	+$734K	﹤0.01%	1393
2019 Q4	–	Sell	-38,492	Closed	-$1.39M	–	2956
2019 Q3	$1.39M	Buy	38,492 +25,742	+202%	+$1.23M	0.01%	1295
2019 Q2	$617K	Sell	12,750 -20,334	-61%	-$864K	﹤0.01%	1786
2019 Q1	$1.35M	Buy	+33,084	New	+$1.14M	0.01%	1286

Other funds holding SMAR

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 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

ACA

Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

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

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Raymond James Financial Services Advisors's SMAR Position: Q1 2021 in Review

Raymond James Financial Services Advisors sold out of Smartsheet Inc. (SMAR) in Q1 2021, closing a stake of 20,951 shares — an estimated $1.45M sold.

Raymond James Financial Services Advisors first reported a position in SMAR in Q1 2019 and held it in 6 quarters. The position peaked at $1.45M in Q4 2020. 278 funds tracked by Wall St. Rank hold SMAR as of Q1 2021.

Raymond James Financial Services Advisors reported no remaining Smartsheet Inc. position as of Q1 2021 after selling out during the quarter.
Raymond James Financial Services Advisors sold 20,951 Smartsheet Inc. shares in Q1 2021, an estimated $1.45M.
Raymond James Financial Services Advisors first reported a position in Smartsheet Inc. in Q1 2019 and held it in 6 quarters.
Raymond James Financial Services Advisors's Smartsheet Inc. position peaked at $1.45M in Q4 2020.
278 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2021.

Based on Raymond James Financial Services Advisors's 13F filing for Q1 2021, filed 14 May 2021.