UCFA
SMAR

United Capital Financial Advisors’s Smartsheet Inc. SMAR Stock Holding History

United Capital Financial 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
2022
Q4 		– Sell
-11,242
Closed -$386K – 1122
2022
Q3 		$386K Sell
11,242
-139
-1% -$4.71K ﹤0.01% 830
2022
Q2 		$358K Buy
11,381
+111
+1% +$4.6K ﹤0.01% 891
2022
Q1 		$617K Buy
11,270
+770
+7% +$44K ﹤0.01% 787
2021
Q4 		$813K Hold
10,500
– – ﹤0.01% 731
2021
Q3 		$723K Buy
10,500
+1,000
+11% +$73.5K ﹤0.01% 759
2021
Q2 		$687K Hold
9,500
– – ﹤0.01% 789
2021
Q1 		$607K Sell
9,500
-5
-0.1% -$350 ﹤0.01% 798
2020
Q4 		$659K Sell
9,505
-4,496
-32% -$264K ﹤0.01% 780
2020
Q3 		$692K Sell
14,001
-999
-7% -$48.2K ﹤0.01% 753
2020
Q2 		$764K Sell
15,000
-2,000
-12% -$102K 0.01% 739
2020
Q1 		$1K Sell
17,000
-2,008
-11% -$91.1K ﹤0.01% 1181
2019
Q4 		$854K Sell
19,008
-5,992
-24% -$248K 0.01% 828
2019
Q3 		$901K Hold
25,000
– – 0.01% 778
2019
Q2 		$1.21M Sell
25,000
-40,000
-62% -$1.7M 0.01% 752
2019
Q1 		$2.65M Buy
+65,000
New +$2.25M 0.02% 533

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
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
DAM
Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.57B AUM 3.13% 1-Year Est. Return

United Capital Financial Advisors's SMAR Position: Q4 2022 in Review

United Capital Financial Advisors sold out of Smartsheet Inc. (SMAR) in Q4 2022, closing a stake of 11,242 shares — an estimated $386K sold.

United Capital Financial Advisors first reported a position in SMAR in Q1 2019 and held it in 15 quarters. The position peaked at $2.65M in Q1 2019. 321 funds tracked by Wall St. Rank hold SMAR as of Q4 2022.

  • United Capital Financial Advisors reported no remaining Smartsheet Inc. position as of Q4 2022 after selling out during the quarter.
  • United Capital Financial Advisors sold 11,242 Smartsheet Inc. shares in Q4 2022, an estimated $386K.
  • United Capital Financial Advisors first reported a position in Smartsheet Inc. in Q1 2019 and held it in 15 quarters.
  • United Capital Financial Advisors's Smartsheet Inc. position peaked at $2.65M in Q1 2019.
  • 321 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q4 2022.

Based on United Capital Financial Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.