Rise Advisors’s Smartsheet Inc. SMAR Stock Holding History

Rise 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
2023 Q2	–	Sell	-6	Closed	-$287	–	810
2023 Q1	$287	Buy	+6	New	+$261	﹤0.01%	767

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

NPCM

North Peak Capital Management New York $601M AUM 0.2% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Rise Advisors's SMAR Position: Q2 2023 in Review

Rise Advisors sold out of Smartsheet Inc. (SMAR) in Q2 2023, closing a stake of 6 shares — an estimated $287 sold.

Rise Advisors first reported a position in SMAR in Q1 2023 and held it in 1 quarter. The position peaked at $287 in Q1 2023. 344 funds tracked by Wall St. Rank hold SMAR as of Q2 2023.

Rise Advisors reported no remaining Smartsheet Inc. position as of Q2 2023 after selling out during the quarter.
Rise Advisors sold 6 Smartsheet Inc. shares in Q2 2023, an estimated $287.
Rise Advisors first reported a position in Smartsheet Inc. in Q1 2023 and held it in 1 quarter.
Rise Advisors's Smartsheet Inc. position peaked at $287 in Q1 2023.
344 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q2 2023.

Based on Rise Advisors's 13F filing for Q2 2023, filed 10 Jul 2023.