TCM
SMAR

Tuttle Capital Management’s Smartsheet Inc. SMAR Stock Holding History

Tuttle Capital Management’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
-4,367
Closed -$279K – 378
2021
Q1 		$279K Buy
+4,367
New +$306K 0.11% 195
2019
Q4 		– Sell
-9,064
Closed -$441K – 260
2019
Q3 		$441K Buy
+9,064
New +$432K 0.12% 175

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
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
DAM
Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
FAM
Foxhaven Asset Management Charlottesville, Virginia $3.19B AUM 12.34% 1-Year Est. Return

Tuttle Capital Management's SMAR Position: Q2 2021 in Review

Tuttle Capital Management sold out of Smartsheet Inc. (SMAR) in Q2 2021, closing a stake of 4,367 shares — an estimated $279K sold.

Tuttle Capital Management first reported a position in SMAR in Q3 2019 and held it in 2 quarters. The position peaked at $441K in Q3 2019. 319 funds tracked by Wall St. Rank hold SMAR as of Q2 2021.

  • Tuttle Capital Management reported no remaining Smartsheet Inc. position as of Q2 2021 after selling out during the quarter.
  • Tuttle Capital Management sold 4,367 Smartsheet Inc. shares in Q2 2021, an estimated $279K.
  • Tuttle Capital Management first reported a position in Smartsheet Inc. in Q3 2019 and held it in 2 quarters.
  • Tuttle Capital Management's Smartsheet Inc. position peaked at $441K in Q3 2019.
  • 319 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q2 2021.

Based on Tuttle Capital Management's 13F filing for Q2 2021, filed 21 Jul 2021.