IPW
SMAR

IronBridge Private Wealth’s Smartsheet Inc. SMAR Stock Holding History

IronBridge Private Wealth’s Portfolio SMAR Stock Details SMAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-411
Closed -$32K – 312
2021
Q4 		$32K Buy
+411
New +$28.7K 0.02% 98

Other funds holding SMAR

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NPCM
North Peak Capital Management New York $601M AUM 0.2% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
DAM
Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
TCG
Tremblant Capital Group West Palm Beach, Florida $3.11B AUM 18.12% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

IronBridge Private Wealth's SMAR Position: Q1 2022 in Review

IronBridge Private Wealth sold out of Smartsheet Inc. (SMAR) in Q1 2022, closing a stake of 411 shares — an estimated $32K sold.

IronBridge Private Wealth first reported a position in SMAR in Q4 2021 and held it in 1 quarter. The position peaked at $32K in Q4 2021. 322 funds tracked by Wall St. Rank hold SMAR as of Q1 2022.

  • IronBridge Private Wealth reported no remaining Smartsheet Inc. position as of Q1 2022 after selling out during the quarter.
  • IronBridge Private Wealth sold 411 Smartsheet Inc. shares in Q1 2022, an estimated $32K.
  • IronBridge Private Wealth first reported a position in Smartsheet Inc. in Q4 2021 and held it in 1 quarter.
  • IronBridge Private Wealth's Smartsheet Inc. position peaked at $32K in Q4 2021.
  • 322 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2022.

Based on IronBridge Private Wealth's 13F filing for Q1 2022, filed 16 May 2022.