SA
SMAR

Strategic Advocates’s Smartsheet Inc. SMAR Stock Holding History

Strategic Advocates’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
2023
Q4 		– Sell
-8,631
Closed -$349K – 159
2023
Q3 		$349K Buy
+8,631
New +$354K 0.16% 99

Other funds holding SMAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
NPCM
North Peak Capital Management New York $601M AUM 0.2% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.57B AUM 3.13% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
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
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Strategic Advocates's SMAR Position: Q4 2023 in Review

Strategic Advocates sold out of Smartsheet Inc. (SMAR) in Q4 2023, closing a stake of 8,631 shares — an estimated $349K sold.

Strategic Advocates first reported a position in SMAR in Q3 2023 and held it in 1 quarter. The position peaked at $349K in Q3 2023. 378 funds tracked by Wall St. Rank hold SMAR as of Q4 2023.

  • Strategic Advocates reported no remaining Smartsheet Inc. position as of Q4 2023 after selling out during the quarter.
  • Strategic Advocates sold 8,631 Smartsheet Inc. shares in Q4 2023, an estimated $349K.
  • Strategic Advocates first reported a position in Smartsheet Inc. in Q3 2023 and held it in 1 quarter.
  • Strategic Advocates's Smartsheet Inc. position peaked at $349K in Q3 2023.
  • 378 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q4 2023.

Based on Strategic Advocates's 13F filing for Q4 2023, filed 7 Feb 2024.