RWML
SMAR

RAFFA WEALTH MANAGEMENT, LLC’s Smartsheet Inc. SMAR Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
-27
Closed -$928 – 1170
2022
Q3 		$928 Buy
+27
New +$915 ﹤0.01% 827
2022
Q1 		– Sell
-8
Closed -$620 – 1163
2021
Q4 		$620 Hold
8
– – ﹤0.01% 1015
2021
Q3 		$551 Hold
8
– – ﹤0.01% 1024
2021
Q2 		$579 Buy
+8
New +$499 ﹤0.01% 1019

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $645B AUM 30.41% 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

RAFFA WEALTH MANAGEMENT, LLC's SMAR Position: Q4 2022 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of Smartsheet Inc. (SMAR) in Q4 2022, closing a stake of 27 shares — an estimated $928 sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in SMAR in Q2 2021 and held it in 4 quarters. The position peaked at $928 in Q3 2022. 321 funds tracked by Wall St. Rank hold SMAR as of Q4 2022.

  • RAFFA WEALTH MANAGEMENT, LLC reported no remaining Smartsheet Inc. position as of Q4 2022 after selling out during the quarter.
  • RAFFA WEALTH MANAGEMENT, LLC sold 27 Smartsheet Inc. shares in Q4 2022, an estimated $928.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Smartsheet Inc. in Q2 2021 and held it in 4 quarters.
  • RAFFA WEALTH MANAGEMENT, LLC's Smartsheet Inc. position peaked at $928 in Q3 2022.
  • 321 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q4 2022.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q4 2022, filed 27 Jul 2026.