RTC
SMAR

Riverview Trust Company’s Smartsheet Inc. SMAR Stock Holding History

Riverview Trust Company’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
Q3 		– Sell
-372
Closed -$12K – 923
2022
Q2 		$12K Buy
372
+98
+36% +$4.06K 0.01% 664
2022
Q1 		$15K Buy
+274
New +$15.6K 0.01% 629

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
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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.57B AUM 3.13% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Riverview Trust Company's SMAR Position: Q3 2022 in Review

Riverview Trust Company sold out of Smartsheet Inc. (SMAR) in Q3 2022, closing a stake of 372 shares — an estimated $12K sold.

Riverview Trust Company first reported a position in SMAR in Q1 2022 and held it in 2 quarters. The position peaked at $15K in Q1 2022. 293 funds tracked by Wall St. Rank hold SMAR as of Q3 2022.

  • Riverview Trust Company reported no remaining Smartsheet Inc. position as of Q3 2022 after selling out during the quarter.
  • Riverview Trust Company sold 372 Smartsheet Inc. shares in Q3 2022, an estimated $12K.
  • Riverview Trust Company first reported a position in Smartsheet Inc. in Q1 2022 and held it in 2 quarters.
  • Riverview Trust Company's Smartsheet Inc. position peaked at $15K in Q1 2022.
  • 293 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q3 2022.

Based on Riverview Trust Company's 13F filing for Q3 2022, filed 27 Oct 2022.