A detailed history of Advisors Asset Management, Inc. transactions in Smartsheet Inc stock. As of the latest transaction made, Advisors Asset Management, Inc. holds 2,076 shares of SMAR stock, worth $116,256. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,076
Previous 2,042 1.67%
Holding current value
$116,256
Previous $90,000 26.67%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

BUY
$42.95 - $55.46 $1,460 - $1,885
34 Added 1.67%
2,076 $114,000
Q2 2024

Aug 14, 2024

BUY
$36.58 - $44.29 $8,047 - $9,743
220 Added 12.07%
2,042 $90,000
Q1 2024

May 14, 2024

BUY
$37.52 - $48.57 $13,507 - $17,485
360 Added 24.62%
1,822 $70,000
Q4 2023

Feb 14, 2024

BUY
$38.1 - $48.42 $5,067 - $6,439
133 Added 10.01%
1,462 $69,000
Q2 2023

Aug 14, 2023

SELL
$37.97 - $51.66 $12,492 - $16,996
-329 Reduced 19.84%
1,329 $50,000
Q1 2023

May 12, 2023

SELL
$35.73 - $48.01 $47,306 - $63,565
-1,324 Reduced 44.4%
1,658 $79,000
Q3 2022

Nov 08, 2022

BUY
$28.46 - $40.15 $3,301 - $4,657
116 Added 3.37%
3,559 $122,000
Q2 2022

Aug 08, 2022

BUY
$27.45 - $57.45 $6,340 - $13,270
231 Added 7.19%
3,443 $108,000
Q1 2022

May 17, 2022

BUY
$43.2 - $76.43 $39,009 - $69,016
903 Added 39.11%
3,212 $176,000
Q4 2021

Feb 15, 2022

BUY
$59.49 - $79.82 $100,002 - $134,177
1,681 Added 267.68%
2,309 $179,000
Q3 2021

Nov 12, 2021

BUY
$67.72 - $83.77 $42,528 - $52,607
628 New
628 $43,000

Others Institutions Holding SMAR

About SMARTSHEET INC


  • Ticker SMAR
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 130,600,000
  • Market Cap $7.31B
  • Description
  • Smartsheet Inc. provides cloud-based enterprise platform to plan, capture, manage, automate, and report on work for teams and organizations. The company offers Dashboards for real-time visibility into the status of work to align individuals, managers, and executives; Portals to locate and access from any device the resources available for a proj...
More about SMAR
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