TWA
SMAR

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

TCI 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
2023
Q2 		– Sell
-384
Closed -$18.4K – 2362
2023
Q1 		$18.4K Hold
384
– – ﹤0.01% 760
2022
Q4 		$15.1K Hold
384
– – ﹤0.01% 830
2022
Q3 		$13K Hold
384
– – ﹤0.01% 888
2022
Q2 		$12K Buy
+384
New +$15.9K ﹤0.01% 925
2022
Q1 		– Sell
-76
Closed -$6K – 2507
2021
Q4 		$6K Buy
76
+2
+3% +$140 ﹤0.01% 1594
2021
Q3 		$5K Hold
74
– – ﹤0.01% 1674
2021
Q2 		$5K Buy
+74
New +$4.62K ﹤0.01% 1505

Other funds holding SMAR

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

TCI Wealth Advisors's SMAR Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Smartsheet Inc. (SMAR) in Q2 2023, closing a stake of 384 shares — an estimated $18.4K sold.

TCI Wealth Advisors first reported a position in SMAR in Q2 2021 and held it in 7 quarters. The position peaked at $18.4K in Q1 2023. 344 funds tracked by Wall St. Rank hold SMAR as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Smartsheet Inc. position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 384 Smartsheet Inc. shares in Q2 2023, an estimated $18.4K.
  • TCI Wealth Advisors first reported a position in Smartsheet Inc. in Q2 2021 and held it in 7 quarters.
  • TCI Wealth Advisors's Smartsheet Inc. position peaked at $18.4K in Q1 2023.
  • 344 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.