RPWA
SMAR

Regent Peak Wealth Advisors’s Smartsheet Inc. SMAR Stock Holding History

Regent Peak Wealth 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
-41
Closed -$3K – 1053
2020
Q4 		$3K Buy
+41
New +$2.4K ﹤0.01% 784

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
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
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Regent Peak Wealth Advisors's SMAR Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Smartsheet Inc. (SMAR) in Q1 2021, closing a stake of 41 shares — an estimated $3K sold.

Regent Peak Wealth Advisors first reported a position in SMAR in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 278 funds tracked by Wall St. Rank hold SMAR as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Smartsheet Inc. position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 41 Smartsheet Inc. shares in Q1 2021, an estimated $3K.
  • Regent Peak Wealth Advisors first reported a position in Smartsheet Inc. in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Smartsheet Inc. position peaked at $3K in Q4 2020.
  • 278 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.