A detailed history of Allworth Financial LP transactions in Smartsheet Inc stock. As of the latest transaction made, Allworth Financial LP holds 20 shares of SMAR stock, worth $1,123. This represents 0.0% of its overall portfolio holdings.

Number of Shares
20
Previous 17 17.65%
Holding current value
$1,123
Previous $0 Infinity%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 23, 2024

BUY
$42.95 - $55.46 $128 - $166
3 Added 17.65%
20 $1,000
Q2 2024

Jul 23, 2024

BUY
$36.58 - $44.29 $219 - $265
6 Added 54.55%
17 $0
Q1 2024

Apr 25, 2024

SELL
$37.52 - $48.57 $27,914 - $36,136
-744 Reduced 98.54%
11 $0
Q4 2023

Jan 24, 2024

BUY
$38.1 - $48.42 $27,660 - $35,152
726 Added 2503.45%
755 $36,000
Q3 2023

Oct 31, 2023

SELL
$37.85 - $44.4 $1,741 - $2,042
-46 Reduced 61.33%
29 $1,000
Q1 2023

Apr 18, 2023

SELL
$35.73 - $48.01 $178 - $240
-5 Reduced 6.25%
75 $3,000
Q4 2022

Jan 13, 2023

BUY
$25.24 - $42.5 $1,236 - $2,082
49 Added 158.06%
80 $0
Q3 2022

Oct 18, 2022

BUY
$28.46 - $40.15 $768 - $1,084
27 Added 675.0%
31 $1,000
Q2 2022

Jul 13, 2022

BUY
$27.45 - $57.45 $27 - $57
1 Added 33.33%
4 $0
Q4 2021

Jan 21, 2022

SELL
$59.49 - $79.82 $8,923 - $11,972
-150 Reduced 98.04%
3 $0
Q3 2021

Nov 02, 2021

BUY
$67.72 - $83.77 $10,361 - $12,816
153 New
153 $11,000

Others Institutions Holding SMAR

About SMARTSHEET INC


  • Ticker SMAR
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 130,600,000
  • Market Cap $7.33B
  • 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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