Wealthfront Advisers’s Smartsheet Inc. SMAR Stock Holding History

Wealthfront 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 Q3	–	Sell	-2,823	Closed	-$204K	–	713
2021 Q2	$204K	Buy	+2,823	New	+$176K	﹤0.01%	616

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

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

DAM

Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return

TCM

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

Wealthfront Advisers's SMAR Position: Q3 2021 in Review

Wealthfront Advisers sold out of Smartsheet Inc. (SMAR) in Q3 2021, closing a stake of 2,823 shares — an estimated $204K sold.

Wealthfront Advisers first reported a position in SMAR in Q2 2021 and held it in 1 quarter. The position peaked at $204K in Q2 2021. 319 funds tracked by Wall St. Rank hold SMAR as of Q3 2021.

Wealthfront Advisers reported no remaining Smartsheet Inc. position as of Q3 2021 after selling out during the quarter.
Wealthfront Advisers sold 2,823 Smartsheet Inc. shares in Q3 2021, an estimated $204K.
Wealthfront Advisers first reported a position in Smartsheet Inc. in Q2 2021 and held it in 1 quarter.
Wealthfront Advisers's Smartsheet Inc. position peaked at $204K in Q2 2021.
319 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q3 2021.

Based on Wealthfront Advisers's 13F filing for Q3 2021, filed 15 Nov 2021.