A detailed history of American Trust transactions in Smartsheet Inc stock. As of the latest transaction made, American Trust holds 4,570 shares of SMAR stock, worth $256,605. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,570
Previous 5,440 15.99%
Holding current value
$256,605
Previous $209,000 3.83%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Sep 11, 2024

SELL
$36.58 - $44.29 $31,824 - $38,532
-870 Reduced 15.99%
4,570 $201,000
Q4 2023

Feb 21, 2024

SELL
$38.1 - $48.42 $36,957 - $46,967
-970 Reduced 15.13%
5,440 $260,000
Q3 2023

Nov 15, 2023

SELL
$37.85 - $44.4 $47,691 - $55,944
-1,260 Reduced 16.43%
6,410 $259,000
Q2 2023

Aug 14, 2023

BUY
$37.97 - $51.66 $110,492 - $150,330
2,910 Added 61.13%
7,670 $293,000
Q1 2023

May 22, 2023

BUY
$35.73 - $48.01 $170,074 - $228,527
4,760 New
4,760 $227,000

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
Track This Portfolio

Track American Trust Portfolio

Follow American Trust 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 American Trust, based on Form 13F filings with the SEC.

News

Stay updated on American Trust with notifications on news.