Advisor Group Holdings, Inc. Smartsheet Inc Transaction History

Advisor Group Holdings, Inc.

$42.2 Billion
Q3 2024

A detailed history of Advisor Group Holdings, Inc. transactions in Smartsheet Inc stock. As of the latest transaction made, Advisor Group Holdings, Inc. holds 508 shares of SMAR stock, worth $28,686. This represents 0.0% of its overall portfolio holdings.

Number of Shares

508

Previous 1,735 70.72%

Holding current value

$28,686

Previous $76,000 63.16%

% of portfolio

0.0%

Previous 0.0%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$42.95 - $55.46 $52,699 - $68,049	-1,227 Reduced 70.72%	508 $28,000
Q2 2024 Aug 13, 2024	SELL	$36.58 - $44.29 $64,819 - $78,481	-1,772 Reduced 50.53%	1,735 $76,000
Q1 2024 May 10, 2024	SELL	$37.52 - $48.57 $116,274 - $150,518	-3,099 Reduced 46.91%	3,507 $135,000
Q4 2023 Feb 12, 2024	SELL	$38.1 - $48.42 $98,983 - $125,795	-2,598 Reduced 28.23%	6,606 $315,000
Q3 2023 Nov 13, 2023	BUY	$37.85 - $44.4 $71,650 - $84,049	1,893 Added 25.89%	9,204 $372,000
Q2 2023 Aug 10, 2023	SELL	$37.97 - $51.66 $510,886 - $695,085	-13,455 Reduced 64.79%	7,311 $279,000
Q1 2023 May 12, 2023	BUY	$35.73 - $48.01 $561,246 - $754,141	15,708 Added 310.56%	20,766 $992,000
Q4 2022 Feb 10, 2023	BUY	$25.24 - $42.5 $13,755 - $23,162	545 Added 12.08%	5,058 $199,000
Q3 2022 Nov 14, 2022	SELL	$28.46 - $40.15 $72,914 - $102,864	-2,562 Reduced 36.21%	4,513 $157,000
Q2 2022 Aug 10, 2022	SELL	$27.45 - $57.45 $26,214 - $54,864	-955 Reduced 11.89%	7,075 $223,000
Q1 2022 May 04, 2022	SELL	$43.2 - $76.43 $52,012 - $92,021	-1,204 Reduced 13.04%	8,030 $433,000
Q3 2021 Nov 05, 2021	SELL	$67.72 - $83.77 $750,811 - $928,757	-11,087 Reduced 54.56%	9,234 $636,000
Q2 2021 Aug 02, 2021	BUY	$52.16 - $73.89 $757,258 - $1.07 Million	14,518 Added 250.18%	20,321 $1.47 Million
Q1 2021 May 13, 2021	SELL	$59.79 - $84.41 $18,475 - $26,082	-309 Reduced 5.06%	5,803 $372,000
Q4 2020 Feb 10, 2021	BUY	$48.93 - $73.86 $114,642 - $173,053	2,343 Added 62.17%	6,112 $423,000
Q3 2020 Nov 12, 2020	SELL	$41.04 - $59.64 $2.12 Million - $3.09 Million	-51,761 Reduced 93.21%	3,769 $186,000
Q2 2020 Aug 14, 2020	SELL	$39.34 - $59.32 $1.53 Million - $2.31 Million	-38,969 Reduced 41.24%	55,530 $2.83 Million
Q1 2020 May 18, 2020	BUY	$32.05 - $51.77 $3.03 Million - $4.89 Million	94,499 New	94,499 $3.92 Million

Others Institutions Holding SMAR

# of Institutions

459

Shares Held

121M

Call Options Held

2.22M

Put Options Held

2.56M

View Full List

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...

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Advisor Group Holdings, Inc. Smartsheet Inc Transaction History