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 – 2868
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

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BCM
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BlackRock
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Alkeon Capital Management
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DAM
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JP Morgan Chase
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AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
FAM
Foxhaven Asset Management Charlottesville, Virginia $3.19B AUM 12.34% 1-Year Est. Return