TSW
SMAR

Thompson Siegel & Walmsley’s Smartsheet Inc. SMAR Stock Holding History

Thompson Siegel & Walmsley’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
2024
Q1 		– Sell
-11,000
Closed -$526K – 549
2023
Q4 		$526K Buy
+11,000
New +$469K 0.01% 293

Other funds holding SMAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
NPCM
North Peak Capital Management New York $601M AUM 0.2% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
DCM
Dorsal Capital Management Redwood City, California $2.57B AUM 3.13% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Thompson Siegel & Walmsley's SMAR Position: Q1 2024 in Review

Thompson Siegel & Walmsley sold out of Smartsheet Inc. (SMAR) in Q1 2024, closing a stake of 11,000 shares — an estimated $526K sold.

Thompson Siegel & Walmsley first reported a position in SMAR in Q4 2023 and held it in 1 quarter. The position peaked at $526K in Q4 2023. 360 funds tracked by Wall St. Rank hold SMAR as of Q1 2024.

  • Thompson Siegel & Walmsley reported no remaining Smartsheet Inc. position as of Q1 2024 after selling out during the quarter.
  • Thompson Siegel & Walmsley sold 11,000 Smartsheet Inc. shares in Q1 2024, an estimated $526K.
  • Thompson Siegel & Walmsley first reported a position in Smartsheet Inc. in Q4 2023 and held it in 1 quarter.
  • Thompson Siegel & Walmsley's Smartsheet Inc. position peaked at $526K in Q4 2023.
  • 360 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2024.

Based on Thompson Siegel & Walmsley's 13F filing for Q1 2024, filed 9 May 2024.