KPCM
SMAR

Kings Point Capital Management’s Smartsheet Inc. SMAR Stock Holding History

Kings Point Capital Management’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 		$20K Hold
366
– – ﹤0.01% 485
2021
Q4 		$28K Hold
366
– – ﹤0.01% 478
2021
Q3 		$25K Hold
366
– – ﹤0.01% 461
2021
Q2 		$26K Buy
366
+184
+101% +$11.5K ﹤0.01% 432
2021
Q1 		$12K Hold
182
– – ﹤0.01% 522
2020
Q4 		$13K Buy
+182
New +$10.7K ﹤0.01% 479

Other funds holding SMAR

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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 $6.73T AUM 46.02% 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 $6.8B AUM 45.85% 1-Year Est. Return

Kings Point Capital Management's SMAR Position: Q1 2022 in Review

Kings Point Capital Management held its Smartsheet Inc. (SMAR) position steady in Q1 2022 at 366 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #485.

Kings Point Capital Management first reported a position in SMAR in Q4 2020 and has held it in 6 quarters since. The position peaked at $28K in Q4 2021. 322 funds tracked by Wall St. Rank hold SMAR as of Q1 2022.

  • Kings Point Capital Management held 366 shares of Smartsheet Inc. worth $20K as of Q1 2022.
  • Kings Point Capital Management left its Smartsheet Inc. share count unchanged in Q1 2022.
  • Smartsheet Inc. made up ﹤0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #485 holding.
  • Kings Point Capital Management first reported a position in Smartsheet Inc. in Q4 2020 and has held it in 6 quarters since.
  • Kings Point Capital Management's Smartsheet Inc. position peaked at $28K in Q4 2021.
  • 322 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.