SFS
SMAR

Sowell Financial Services’s Smartsheet Inc. SMAR Stock Holding History

Sowell Financial Services’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
Q2 		– Sell
-22
Closed -$1K – 2862
2021
Q1 		$1K Sell
22
-15
-41% -$1.05K ﹤0.01% 3036
2020
Q4 		$3K Sell
37
-7
-16% -$410 ﹤0.01% 2425
2020
Q3 		$2K Buy
44
+14
+47% +$676 ﹤0.01% 2292
2020
Q2 		$2K Buy
+30
New +$1.53K ﹤0.01% 2219

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
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
DAM
Dorsey Asset Management Chicago, Illinois $1.56B AUM 25.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
FAM
Foxhaven Asset Management Charlottesville, Virginia $3.73B AUM 2.63% 1-Year Est. Return

Sowell Financial Services's SMAR Position: Q2 2021 in Review

Sowell Financial Services sold out of Smartsheet Inc. (SMAR) in Q2 2021, closing a stake of 22 shares — an estimated $1K sold.

Sowell Financial Services first reported a position in SMAR in Q2 2020 and held it in 4 quarters. The position peaked at $3K in Q4 2020. 319 funds tracked by Wall St. Rank hold SMAR as of Q2 2021.

  • Sowell Financial Services reported no remaining Smartsheet Inc. position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 22 Smartsheet Inc. shares in Q2 2021, an estimated $1K.
  • Sowell Financial Services first reported a position in Smartsheet Inc. in Q2 2020 and held it in 4 quarters.
  • Sowell Financial Services's Smartsheet Inc. position peaked at $3K in Q4 2020.
  • 319 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.