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Smartsheet shares owned by Center for Financial Planning

Quarter-by-quarter ownership of Smartsheet (SMAR) shares owned by Center for Financial Planning from 13F filings

Historical chart of Center for Financial Planning investment in Smartsheet

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All positions including Smartsheet held by Center for Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Smartsheet by Center for Financial Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $55k 1.4k 38.50
2023-12-31 $69k 1.4k 47.82
2023-09-30 $58k 1.4k 40.46
2023-06-30 $55k 1.4k 38.26
2023-03-31 $69k 1.4k 47.80

More positions owned by Center for Financial Planning

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Amazon (AMZN)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
JPMorgan Chase & Co. (JPM)

View all positions for Center for Financial Planning

Top funds holding Smartsheet

Vanguard Group
BlackRock
Eminence Capital
North Peak Capital Management
Arrowpoint Asset Management
Dorsal Capital Management
Alliancebernstein
Champlain Investment Partners
First Trust Advisors
Westfield Capital Management Company
Vista Equity Partners III
Geode Capital Management
TimesSquare Capital Management
Coronation Fund Managers
Jpmorgan Chase & Co

View all funds holding Smartsheet