VFA
SMAR

Valeo Financial Advisors’s Smartsheet Inc. SMAR Stock Holding History

Valeo 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
2021
Q2 		– Sell
-1,000
Closed -$64K – 1906
2021
Q1 		$64K Hold
1,000
– – ﹤0.01% 771
2020
Q4 		$69K Hold
1,000
– – ﹤0.01% 677
2020
Q3 		$49K Sell
1,000
-1,110
-53% -$53.6K ﹤0.01% 678
2020
Q2 		$107K Buy
2,110
+600
+40% +$30.5K 0.01% 493
2020
Q1 		$67K Buy
1,510
+1,000
+196% +$45.4K 0.01% 521
2019
Q4 		$23K Buy
510
+500
+5,000% +$20.7K ﹤0.01% 895
2019
Q3 		$0 Hold
10
– – ﹤0.01% 1701
2019
Q2 		$0 Hold
10
– – ﹤0.01% 1678
2019
Q1 		$0 Buy
10
+3
+43% +$104 ﹤0.01% 1651
2018
Q4 		$0 Buy
+7
New +$174 ﹤0.01% 1764

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

Valeo Financial Advisors's SMAR Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Smartsheet Inc. (SMAR) in Q2 2021, closing a stake of 1,000 shares — an estimated $64K sold.

Valeo Financial Advisors first reported a position in SMAR in Q4 2018 and held it in 10 quarters. The position peaked at $107K in Q2 2020. 319 funds tracked by Wall St. Rank hold SMAR as of Q2 2021.

  • Valeo Financial Advisors reported no remaining Smartsheet Inc. position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 1,000 Smartsheet Inc. shares in Q2 2021, an estimated $64K.
  • Valeo Financial Advisors first reported a position in Smartsheet Inc. in Q4 2018 and held it in 10 quarters.
  • Valeo Financial Advisors's Smartsheet Inc. position peaked at $107K in Q2 2020.
  • 319 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.