VAIA
SMAR

Virtus Alternative Investment Advisers’s Smartsheet Inc. SMAR Stock Holding History

Virtus Alternative Investment 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
2021
Q1 		– Sell
-116
Closed -$8K – 240
2020
Q4 		$8K Sell
116
-113
-49% -$6.62K 0.12% 94
2020
Q3 		$11K Sell
229
-31
-12% -$1.5K 0.2% 228
2020
Q2 		$13K Buy
+260
New +$13.2K 0.2% 219

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 $6.73T AUM 46.02% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
ACA
Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Virtus Alternative Investment Advisers's SMAR Position: Q1 2021 in Review

Virtus Alternative Investment Advisers sold out of Smartsheet Inc. (SMAR) in Q1 2021, closing a stake of 116 shares — an estimated $8K sold.

Virtus Alternative Investment Advisers first reported a position in SMAR in Q2 2020 and held it in 3 quarters. The position peaked at $13K in Q2 2020. 278 funds tracked by Wall St. Rank hold SMAR as of Q1 2021.

  • Virtus Alternative Investment Advisers reported no remaining Smartsheet Inc. position as of Q1 2021 after selling out during the quarter.
  • Virtus Alternative Investment Advisers sold 116 Smartsheet Inc. shares in Q1 2021, an estimated $8K.
  • Virtus Alternative Investment Advisers first reported a position in Smartsheet Inc. in Q2 2020 and held it in 3 quarters.
  • Virtus Alternative Investment Advisers's Smartsheet Inc. position peaked at $13K in Q2 2020.
  • 278 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2021.

Based on Virtus Alternative Investment Advisers's 13F filing for Q1 2021.