Freestone Capital Holdings »

Smartsheet shares owned by Freestone Capital Holdings

Quarter-by-quarter ownership of Smartsheet (SMAR) shares owned by Freestone Capital Holdings from 13F filings

Historical chart of Freestone Capital Holdings investment in Smartsheet

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All positions including Smartsheet held by Freestone Capital Holdings consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Smartsheet by Freestone Capital Holdings

Quarter filed Position value Share count Share price at filing
2024-12-31 $342k 6.1k 56.03
2024-06-30 $436k 9.9k 44.08
2024-03-31 $380k 9.9k 38.50
2023-12-31 $472k 9.9k 47.82
2023-09-30 $400k 9.9k 40.46
2023-06-30 $378k 9.9k 38.26
2023-03-31 $472k 9.9k 47.80
2022-12-31 $476k 12k 39.36
2022-09-30 $444k 13k 34.32
2022-06-30 $436k 14k 31.44
2022-03-31 $760k 14k 54.80
2021-12-31 $1.4M 18k 77.43
2021-09-30 $1.1M 16k 68.84
2021-06-30 $1.1M 16k 72.33
2021-03-31 $988k 16k 63.91
2020-12-31 $944k 14k 69.29
2020-09-30 $662k 13k 49.42
2020-06-30 $673k 13k 50.95
2020-03-31 $84M 15k 5534.41
2019-12-31 $90M 15k 6112.84
2019-09-30 $443k 12k 36.01
2019-06-30 $620k 13k 48.43
2019-03-31 $747k 18k 40.82
2018-12-31 $455k 18k 24.86

More positions owned by Freestone Capital Holdings

Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon Put Option (AMZN)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Meta Platforms Cl A (META)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Broadcom (AVGO)

View all positions for Freestone Capital Holdings

Top funds holding Smartsheet

Huntington National Bank

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