SWA
SMAR

SOA Wealth Advisors’s Smartsheet Inc. SMAR Stock Holding History

SOA 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
2024
Q3 		– Sell
-240
Closed -$10.6K – 862
2024
Q2 		$10.6K Hold
240
– – ﹤0.01% 530
2024
Q1 		$9.24K Hold
240
– – ﹤0.01% 550
2023
Q4 		$11.5K Hold
240
– – ﹤0.01% 509
2023
Q3 		$9.71K Hold
240
– – ﹤0.01% 525
2023
Q2 		$9.18K Hold
240
– – ﹤0.01% 542
2023
Q1 		$11.5K Hold
240
– – ﹤0.01% 511
2022
Q4 		$9.45K Hold
240
– – ﹤0.01% 528
2022
Q3 		$8K Hold
240
– – ﹤0.01% 548
2022
Q2 		$7K Hold
240
– – ﹤0.01% 551
2022
Q1 		$13K Hold
240
– – ﹤0.01% 542
2021
Q4 		$18K Hold
240
– – ﹤0.01% 465
2021
Q3 		$16K Hold
240
– – ﹤0.01% 496
2021
Q2 		$17K Hold
240
– – ﹤0.01% 483
2021
Q1 		$15K Hold
240
– – ﹤0.01% 452
2020
Q4 		$18K Buy
+240
New +$14.1K ﹤0.01% 429

Other funds holding SMAR

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
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
VEPM
Vista Equity Partners Management San Francisco, California $42.7M AUM 16.65% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

SOA Wealth Advisors's SMAR Position: Q3 2024 in Review

SOA Wealth Advisors sold out of Smartsheet Inc. (SMAR) in Q3 2024, closing a stake of 240 shares — an estimated $10.6K sold.

SOA Wealth Advisors first reported a position in SMAR in Q4 2020 and held it in 15 quarters. The position peaked at $18K in Q4 2021. 411 funds tracked by Wall St. Rank hold SMAR as of Q3 2024.

  • SOA Wealth Advisors reported no remaining Smartsheet Inc. position as of Q3 2024 after selling out during the quarter.
  • SOA Wealth Advisors sold 240 Smartsheet Inc. shares in Q3 2024, an estimated $10.6K.
  • SOA Wealth Advisors first reported a position in Smartsheet Inc. in Q4 2020 and held it in 15 quarters.
  • SOA Wealth Advisors's Smartsheet Inc. position peaked at $18K in Q4 2021.
  • 411 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q3 2024.

Based on SOA Wealth Advisors's 13F filing for Q3 2024, filed 9 Oct 2024.