SIAP
SMAR

Sterling Investment Advisors (Pennsylvania)’s Smartsheet Inc. SMAR Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
2022
Q2 		– Sell
-233
Closed -$13K – 641
2022
Q1 		$13K Sell
233
-9
-4% -$514 ﹤0.01% 411
2021
Q4 		$19K Hold
242
– – 0.01% 375
2021
Q3 		$17K Hold
242
– – 0.01% 384
2021
Q2 		$18K Buy
+242
New +$15.1K 0.01% 373

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
NPCM
North Peak Capital Management New York $601M AUM 0.2% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
DAM
Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.57B AUM 3.13% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s SMAR Position: Q2 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Smartsheet Inc. (SMAR) in Q2 2022, closing a stake of 233 shares — an estimated $13K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in SMAR in Q2 2021 and held it in 4 quarters. The position peaked at $19K in Q4 2021. 302 funds tracked by Wall St. Rank hold SMAR as of Q2 2022.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Smartsheet Inc. position as of Q2 2022 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 233 Smartsheet Inc. shares in Q2 2022, an estimated $13K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Smartsheet Inc. in Q2 2021 and held it in 4 quarters.
  • Sterling Investment Advisors (Pennsylvania)'s Smartsheet Inc. position peaked at $19K in Q4 2021.
  • 302 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q2 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2022, filed 5 Aug 2022.