RFG
SMAR

REAP Financial Group’s Smartsheet Inc. SMAR Stock Holding History

REAP Financial Group’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
-91
Closed -$4.35K – 685
2023
Q4 		$4.35K Buy
+91
New +$3.88K ﹤0.01% 484

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

REAP Financial Group's SMAR Position: Q1 2024 in Review

REAP Financial Group sold out of Smartsheet Inc. (SMAR) in Q1 2024, closing a stake of 91 shares — an estimated $4.35K sold.

REAP Financial Group first reported a position in SMAR in Q4 2023 and held it in 1 quarter. The position peaked at $4.35K in Q4 2023. 360 funds tracked by Wall St. Rank hold SMAR as of Q1 2024.

  • REAP Financial Group reported no remaining Smartsheet Inc. position as of Q1 2024 after selling out during the quarter.
  • REAP Financial Group sold 91 Smartsheet Inc. shares in Q1 2024, an estimated $4.35K.
  • REAP Financial Group first reported a position in Smartsheet Inc. in Q4 2023 and held it in 1 quarter.
  • REAP Financial Group's Smartsheet Inc. position peaked at $4.35K in Q4 2023.
  • 360 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2024.

Based on REAP Financial Group's 13F filing for Q1 2024, filed 27 Feb 2025.