Lee Financial’s Smartsheet Inc. SMAR Stock Holding History

Lee Financial’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	-32	Closed	-$2K	–	987
2021 Q4	$2K	Buy	+32	New	+$2.23K	﹤0.01%	801

Other funds holding SMAR

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 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 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 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

Lee Financial's SMAR Position: Q1 2022 in Review

Lee Financial sold out of Smartsheet Inc. (SMAR) in Q1 2022, closing a stake of 32 shares — an estimated $2K sold.

Lee Financial first reported a position in SMAR in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 322 funds tracked by Wall St. Rank hold SMAR as of Q1 2022.

Lee Financial reported no remaining Smartsheet Inc. position as of Q1 2022 after selling out during the quarter.
Lee Financial sold 32 Smartsheet Inc. shares in Q1 2022, an estimated $2K.
Lee Financial first reported a position in Smartsheet Inc. in Q4 2021 and held it in 1 quarter.
Lee Financial's Smartsheet Inc. position peaked at $2K in Q4 2021.
322 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2022.

Based on Lee Financial's 13F filing for Q1 2022, filed 11 May 2022.