SIAG
SMAR

Safeguard Investment Advisory Group’s Smartsheet Inc. SMAR Stock Holding History

Safeguard Investment Advisory 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
2021
Q1 		– Sell
-50
Closed -$3K – 763
2020
Q4 		$3K Buy
+50
New +$2.93K ﹤0.01% 609

Other funds holding SMAR

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $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 $3.89B AUM 16.15% 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 $170B AUM 46.21% 1-Year Est. Return

Safeguard Investment Advisory Group's SMAR Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Smartsheet Inc. (SMAR) in Q1 2021, closing a stake of 50 shares — an estimated $3K sold.

Safeguard Investment Advisory Group 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.

  • Safeguard Investment Advisory Group reported no remaining Smartsheet Inc. position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 50 Smartsheet Inc. shares in Q1 2021, an estimated $3K.
  • Safeguard Investment Advisory Group first reported a position in Smartsheet Inc. in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group'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 Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.