Ifp Advisors, Inc Smartsheet Inc Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

A detailed history of Ifp Advisors, Inc transactions in Smartsheet Inc stock. As of the latest transaction made, Ifp Advisors, Inc holds 33 shares of SMAR stock, worth $1,860. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$1,860

% of portfolio

0.0%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 30, 2024	BUY	$36.58 - $44.29 $1,207 - $1,461	33 New	33 $1,000
Q2 2023 Aug 04, 2023	SELL	$37.97 - $51.66 $3,797 - $5,166	-100 Reduced 97.09%	3 $0
Q1 2023 Apr 18, 2023	SELL	$35.73 - $48.01 $3,644 - $4,897	-102 Reduced 49.76%	103 $4,000
Q4 2022 Feb 07, 2023	SELL	$25.24 - $42.5 $1,792 - $3,017	-71 Reduced 25.72%	205 $12,000
Q3 2022 Nov 08, 2022	BUY	$28.46 - $40.15 $7,456 - $10,519	262 Added 1871.43%	276 $8,000
Q2 2022 Sep 06, 2022	BUY	$27.45 - $57.45 $384 - $804	14 New	14 $1,000
Q2 2022 Aug 12, 2022	SELL	$27.45 - $57.45 $384 - $804	-14 Closed	0 $0
Q1 2022 Sep 06, 2022	SELL	$43.2 - $76.43 $561 - $993	-13 Reduced 48.15%	14 $0
Q1 2022 Aug 08, 2022	BUY	$43.2 - $76.43 $475 - $840	11 Added 68.75%	27 $1,000
Q4 2021 Jan 12, 2022	SELL	$59.49 - $79.82 $64,368 - $86,365	-1,082 Reduced 98.54%	16 $1,000
Q3 2021 Oct 06, 2021	BUY	$67.72 - $83.77 $74,153 - $91,728	1,095 Added 36500.0%	1,098 $75,000
Q2 2021 Jul 13, 2021	BUY	$52.16 - $73.89 $156 - $221	3 New	3 $0
Q1 2021 Apr 30, 2021	BUY	$59.79 - $84.41 $0 - $0	0 New	0 $0
Q4 2020 Jan 25, 2021	BUY	$48.93 - $73.86 $0 - $0	0 New	0 $0
Q3 2020 Oct 29, 2020	BUY	$41.04 - $59.64 $0 - $0	0 New	0 $0
Q2 2020 Aug 05, 2020	BUY	$39.34 - $59.32 $0 - $0	0 New	0 $0
Q1 2020 May 12, 2020	SELL	$32.05 - $51.77 $4,519 - $7,299	-141 Closed	0 $0
Q3 2019 Nov 07, 2019	BUY	$36.03 - $54.94 $5,080 - $7,746	141 New	141 $5,000

Others Institutions Holding SMAR

# of Institutions

468

Shares Held

122M

Call Options Held

2.22M

Put Options Held

2.56M

Vanguard Group Inc Valley Forge, PA

13.9M
Shares

$782 Million
0.01% of portfolio
Black Rock Inc. New York, NY

8.48M
Shares

$478 Million
0.01% of portfolio
Pentwater Capital Management LP Naples, FL

6.84M
Shares

$386 Million
3.96% of portfolio
Vista Equity Partners Management, LLC San Francisco, CA

6.47M
Shares

$365 Million
10.31% of portfolio
Eminence Capital, LP New York, NY

4.23M
Shares

$238 Million
3.53% of portfolio

View Full List

About SMARTSHEET INC

Ticker SMAR
Exchange NYSE
Sector Technology
Industry Software—Application
Shares Outstandng 130,600,000
Market Cap $7.36B
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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