A detailed history of Institutional & Family Asset Management, LLC transactions in Smartsheet Inc stock. As of the latest transaction made, Institutional & Family Asset Management, LLC holds 18 shares of SMAR stock, worth $1,016. This represents 0.0% of its overall portfolio holdings.

Number of Shares
18
Previous 26 30.77%
Holding current value
$1,016
Previous $1,000 100.0%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 05, 2024

SELL
$36.58 - $44.29 $292 - $354
-8 Reduced 30.77%
18 $0
Q1 2024

May 08, 2024

BUY
$37.52 - $48.57 $300 - $388
8 Added 44.44%
26 $1,000
Q1 2023

May 08, 2023

BUY
$35.73 - $48.01 $178 - $240
5 Added 38.46%
18 $0
Q2 2022

Aug 08, 2022

BUY
$27.45 - $57.45 $137 - $287
5 Added 62.5%
13 $0
Q4 2021

Feb 14, 2022

BUY
$59.49 - $79.82 $475 - $638
8 New
8 $1,000

Others Institutions Holding SMAR

About SMARTSHEET INC


  • Ticker SMAR
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 130,600,000
  • Market Cap $7.37B
  • 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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