A detailed history of Captrust Financial Advisors transactions in Smartsheet Inc stock. As of the latest transaction made, Captrust Financial Advisors holds 7,500 shares of SMAR stock, worth $418,950. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,500
Holding current value
$418,950
% of portfolio
0.0%

Shares

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

Aug 14, 2024

BUY
$36.58 - $44.29 $274,350 - $332,175
7,500 New
7,500 $330,000
Q4 2023

Feb 14, 2024

BUY
$38.1 - $48.42 $561,898 - $714,098
14,748 Added 158.12%
24,075 $1.15 Million
Q3 2023

Nov 14, 2023

BUY
$37.85 - $44.4 $353,026 - $414,118
9,327 New
9,327 $377,000
Q2 2022

Aug 16, 2022

BUY
$27.45 - $57.45 $64,891 - $135,811
2,364 Added 202.74%
3,530 $111,000
Q1 2022

May 16, 2022

BUY
$43.2 - $76.43 $820 - $1,452
19 Added 1.66%
1,166 $64,000
Q4 2021

Feb 14, 2022

BUY
$59.49 - $79.82 $6,067 - $8,141
102 Added 9.76%
1,147 $89,000
Q3 2021

Nov 16, 2021

BUY
$67.72 - $83.77 $68,871 - $85,194
1,017 Added 3632.14%
1,045 $72,000
Q2 2021

Aug 16, 2021

SELL
$52.16 - $73.89 $6,050 - $8,571
-116 Reduced 80.56%
28 $2,000
Q1 2021

May 17, 2021

BUY
$59.79 - $84.41 $418 - $590
7 Added 5.11%
144 $9,000
Q2 2020

Aug 14, 2020

BUY
$39.34 - $59.32 $5,389 - $8,126
137 New
137 $7,000

Others Institutions Holding SMAR

About SMARTSHEET INC


  • Ticker SMAR
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 130,600,000
  • Market Cap $7.3B
  • 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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