LFP
SMAR

Leeward Financial Partners’s Smartsheet Inc. SMAR Stock Holding History

Leeward Financial Partners’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
-3,463
Closed -$268K – 76
2021
Q4 		$268K Buy
+3,463
New +$242K 0.17% 58

Other funds holding SMAR

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Capital World Investors Los Angeles, California $846B AUM 46.74% 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 $900M AUM 193.67% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return
DAM
Dorsey Asset Management Chicago, Illinois $1.56B AUM 25.77% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
TCG
Tremblant Capital Group West Palm Beach, Florida $3.48B AUM 29.32% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

Leeward Financial Partners's SMAR Position: Q1 2022 in Review

Leeward Financial Partners sold out of Smartsheet Inc. (SMAR) in Q1 2022, closing a stake of 3,463 shares — an estimated $268K sold.

Leeward Financial Partners first reported a position in SMAR in Q4 2021 and held it in 1 quarter. The position peaked at $268K in Q4 2021. 322 funds tracked by Wall St. Rank hold SMAR as of Q1 2022.

  • Leeward Financial Partners reported no remaining Smartsheet Inc. position as of Q1 2022 after selling out during the quarter.
  • Leeward Financial Partners sold 3,463 Smartsheet Inc. shares in Q1 2022, an estimated $268K.
  • Leeward Financial Partners first reported a position in Smartsheet Inc. in Q4 2021 and held it in 1 quarter.
  • Leeward Financial Partners's Smartsheet Inc. position peaked at $268K in Q4 2021.
  • 322 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2022.

Based on Leeward Financial Partners's 13F filing for Q1 2022, filed 12 May 2022.