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 $1,119. This represents 0.0% of its overall portfolio holdings.

Number of Shares
20
Previous 17 17.65%
Holding current value
$1,119
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 $7.31B
  • 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
Track This Portfolio

Track Allworth Financial LP Portfolio

Follow Allworth Financial LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Allworth Financial LP, based on Form 13F filings with the SEC.

News

Stay updated on Allworth Financial LP with notifications on news.