PPW
SMAR

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

Parcion 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
-80,112
Closed -$5.02M – 213
2021
Q4 		$5.02M Buy
80,112
+69,893
+684% +$4.88M 0.45% 54
2021
Q3 		$713K Buy
+10,219
New +$751K 0.06% 130

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 $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

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

Parcion Private Wealth sold out of Smartsheet Inc. (SMAR) in Q1 2022, closing a stake of 80,112 shares — an estimated $5.02M sold.

Parcion Private Wealth first reported a position in SMAR in Q3 2021 and held it in 2 quarters. The position peaked at $5.02M in Q4 2021. 322 funds tracked by Wall St. Rank hold SMAR as of Q1 2022.

  • Parcion Private Wealth reported no remaining Smartsheet Inc. position as of Q1 2022 after selling out during the quarter.
  • Parcion Private Wealth sold 80,112 Smartsheet Inc. shares in Q1 2022, an estimated $5.02M.
  • Parcion Private Wealth first reported a position in Smartsheet Inc. in Q3 2021 and held it in 2 quarters.
  • Parcion Private Wealth's Smartsheet Inc. position peaked at $5.02M in Q4 2021.
  • 322 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2022.

Based on Parcion Private Wealth's 13F filing for Q1 2022, filed 6 May 2022.