Valmark Advisers’s Smartsheet Inc. SMAR Stock Holding History

Valmark Advisers’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 Q1	–	Sell	-4,648	Closed	-$360K	–	445
2021 Q4	$360K	Sell	4,648 -2,899	-38%	-$203K	0.01%	324
2021 Q3	$519K	Buy	7,547 +194	+3%	+$14.3K	0.01%	275
2021 Q2	$532K	Buy	7,353 +265	+4%	+$16.5K	0.01%	275
2021 Q1	$453K	Sell	7,088 -2,906	-29%	-$203K	0.01%	283
2020 Q4	$692K	Buy	9,994 +1,705	+21%	+$99.9K	0.01%	217
2020 Q3	$410K	Buy	8,289 +2,302	+38%	+$111K	0.01%	202
2020 Q2	$305K	Buy	+5,987	New	+$305K	0.01%	217

Other funds holding SMAR

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

NPCM

North Peak Capital Management New York $601M AUM 0.2% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

TCG

Tremblant Capital Group West Palm Beach, Florida $3.11B AUM 18.12% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

Valmark Advisers's SMAR Position: Q1 2022 in Review

Valmark Advisers sold out of Smartsheet Inc. (SMAR) in Q1 2022, closing a stake of 4,648 shares — an estimated $360K sold.

Valmark Advisers first reported a position in SMAR in Q2 2020 and held it in 7 quarters. The position peaked at $692K in Q4 2020. 322 funds tracked by Wall St. Rank hold SMAR as of Q1 2022.

Valmark Advisers reported no remaining Smartsheet Inc. position as of Q1 2022 after selling out during the quarter.
Valmark Advisers sold 4,648 Smartsheet Inc. shares in Q1 2022, an estimated $360K.
Valmark Advisers first reported a position in Smartsheet Inc. in Q2 2020 and held it in 7 quarters.
Valmark Advisers's Smartsheet Inc. position peaked at $692K in Q4 2020.
322 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2022.

Based on Valmark Advisers's 13F filing for Q1 2022, filed 10 May 2022.