Smartsheet shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of Smartsheet (SMAR) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors investment in Smartsheet
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Quarterly reported holdings in Smartsheet by Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.2M | 24k | 47.82 |
| 2023-09-30 | $377k | 9.3k | 40.46 |
| 2022-06-30 | $111k | 3.5k | 31.44 |
| 2022-03-31 | $64k | 1.2k | 54.89 |
| 2021-12-31 | $89k | 1.1k | 77.59 |
| 2021-09-30 | $72k | 1.0k | 68.90 |
| 2021-06-30 | $2.0k | 28 | 71.43 |
| 2021-03-31 | $9.0k | 144 | 62.50 |
| 2020-12-31 | $9.0k | 137 | 65.69 |
| 2020-09-30 | $7.0k | 137 | 51.09 |
| 2020-06-30 | $7.0k | 137 | 51.09 |
More positions owned by Captrust Financial Advisors
View all positions for Captrust Financial Advisors