WAP
SMAR

Wealthcare Advisory Partners’s Smartsheet Inc. SMAR Stock Holding History

Wealthcare Advisory Partners’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
2020
Q1 		– Sell
-200
Closed -$9K – 1603
2019
Q4 		$9K Sell
200
-50
-20% -$2.07K ﹤0.01% 988
2019
Q3 		$9K Hold
250
– – ﹤0.01% 958
2019
Q2 		$12K Hold
250
– – ﹤0.01% 869
2019
Q1 		$10K Buy
+250
New +$8.64K ﹤0.01% 827

Other funds holding SMAR

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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
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
1WCM
12 West Capital Management New York $592M AUM 40.75% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Wealthcare Advisory Partners's SMAR Position: Q1 2020 in Review

Wealthcare Advisory Partners sold out of Smartsheet Inc. (SMAR) in Q1 2020, closing a stake of 200 shares — an estimated $9K sold.

Wealthcare Advisory Partners first reported a position in SMAR in Q1 2019 and held it in 4 quarters. The position peaked at $12K in Q2 2019. 212 funds tracked by Wall St. Rank hold SMAR as of Q1 2020.

  • Wealthcare Advisory Partners reported no remaining Smartsheet Inc. position as of Q1 2020 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 200 Smartsheet Inc. shares in Q1 2020, an estimated $9K.
  • Wealthcare Advisory Partners first reported a position in Smartsheet Inc. in Q1 2019 and held it in 4 quarters.
  • Wealthcare Advisory Partners's Smartsheet Inc. position peaked at $12K in Q2 2019.
  • 212 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2020.

Based on Wealthcare Advisory Partners's 13F filing for Q1 2020, filed 29 Apr 2020.