Sigma Planning Corp’s Smartsheet Inc. SMAR Stock Holding History

Sigma Planning Corp’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
2020 Q2	–	Sell	-16,856	Closed	-$700K	–	1107
2020 Q1	$700K	Buy	16,856 +1,393	+9%	+$63.2K	0.04%	401
2019 Q4	$695K	Buy	15,463 +4,863	+46%	+$201K	0.03%	498
2019 Q3	$382K	Sell	10,600 -86	-0.8%	-$4.1K	0.02%	676
2019 Q2	$517K	Buy	+10,686	New	+$454K	0.03%	539

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

WRCM

Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return

BCM

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

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

1WCM

12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

FAM

Foxhaven Asset Management Charlottesville, Virginia $3.19B AUM 12.34% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Sigma Planning Corp's SMAR Position: Q2 2020 in Review

Sigma Planning Corp sold out of Smartsheet Inc. (SMAR) in Q2 2020, closing a stake of 16,856 shares — an estimated $700K sold.

Sigma Planning Corp first reported a position in SMAR in Q2 2019 and held it in 4 quarters. The position peaked at $700K in Q1 2020. 256 funds tracked by Wall St. Rank hold SMAR as of Q2 2020.

Sigma Planning Corp reported no remaining Smartsheet Inc. position as of Q2 2020 after selling out during the quarter.
Sigma Planning Corp sold 16,856 Smartsheet Inc. shares in Q2 2020, an estimated $700K.
Sigma Planning Corp first reported a position in Smartsheet Inc. in Q2 2019 and held it in 4 quarters.
Sigma Planning Corp's Smartsheet Inc. position peaked at $700K in Q1 2020.
256 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q2 2020.

Based on Sigma Planning Corp's 13F filing for Q2 2020, filed 31 Jul 2020.