WKWM
SMAR

Walter & Keenan Wealth Management’s Smartsheet Inc. SMAR Stock Holding History

Walter & Keenan Wealth Management’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
-4,200
Closed -$291K – 154
2020
Q4 		$291K Sell
4,200
-1,000
-19% -$58.6K 0.11% 123
2020
Q3 		$257K Hold
5,200
– – 0.1% 125
2020
Q2 		$265K Buy
+5,200
New +$265K 0.11% 123

Other funds holding SMAR

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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

Walter & Keenan Wealth Management's SMAR Position: Q1 2021 in Review

Walter & Keenan Wealth Management sold out of Smartsheet Inc. (SMAR) in Q1 2021, closing a stake of 4,200 shares — an estimated $291K sold.

Walter & Keenan Wealth Management first reported a position in SMAR in Q2 2020 and held it in 3 quarters. The position peaked at $291K in Q4 2020. 278 funds tracked by Wall St. Rank hold SMAR as of Q1 2021.

  • Walter & Keenan Wealth Management reported no remaining Smartsheet Inc. position as of Q1 2021 after selling out during the quarter.
  • Walter & Keenan Wealth Management sold 4,200 Smartsheet Inc. shares in Q1 2021, an estimated $291K.
  • Walter & Keenan Wealth Management first reported a position in Smartsheet Inc. in Q2 2020 and held it in 3 quarters.
  • Walter & Keenan Wealth Management's Smartsheet Inc. position peaked at $291K in Q4 2020.
  • 278 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2021.

Based on Walter & Keenan Wealth Management's 13F filing for Q1 2021, filed 30 Apr 2021.