WFA
SMAR

Wipfli Financial Advisors’s Smartsheet Inc. SMAR Stock Holding History

Wipfli Financial Advisors’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
Q3 		$30K Buy
+869
New +$29.4K ﹤0.01% 1384

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
AllianceBernstein
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.57B AUM 3.13% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Wipfli Financial Advisors's SMAR Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Smartsheet Inc. (SMAR) in Q3 2022: 869 shares worth $30K. The stake represents ﹤0.01% of the portfolio and ranks #1384 among its holdings.

293 funds tracked by Wall St. Rank hold SMAR as of Q3 2022.

  • Wipfli Financial Advisors held 869 shares of Smartsheet Inc. worth $30K as of Q3 2022.
  • Smartsheet Inc. was a new Wipfli Financial Advisors position in Q3 2022.
  • Smartsheet Inc. made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1384 holding.
  • 293 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.