Twin Tree Management
SMAR

Twin Tree Management’s Smartsheet Inc. SMAR Stock Holding History

Twin Tree 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
2024
Q1 		– Sell
-12,088
Closed -$578K – 1684
2023
Q4 		$578K Sell
12,088
-2,021
-14% -$86.1K ﹤0.01% 1191
2023
Q3 		$571K Buy
+14,109
New +$579K ﹤0.01% 1018
2022
Q1 		– Sell
-28,572
Closed -$2.21M – 1980
2021
Q4 		$2.21M Buy
28,572
+27,300
+2,146% +$1.91M ﹤0.01% 1078
2021
Q3 		$88K Sell
1,272
-33,993
-96% -$2.5M ﹤0.01% 1443
2021
Q2 		$2.55M Buy
+35,265
New +$2.2M 0.01% 843
2021
Q1 		– Sell
-52,569
Closed -$3.64M – 1671
2020
Q4 		$3.64M Buy
52,569
+23,644
+82% +$1.39M 0.01% 712
2020
Q3 		$1.43M Buy
+28,925
New +$1.4M 0.01% 833

Other funds holding SMAR

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Twin Tree Management's SMAR Position: Q1 2024 in Review

Twin Tree Management sold out of Smartsheet Inc. (SMAR) in Q1 2024, closing a stake of 12,088 shares — an estimated $578K sold.

Twin Tree Management first reported a position in SMAR in Q3 2020 and held it in 7 quarters. The position peaked at $3.64M in Q4 2020. 360 funds tracked by Wall St. Rank hold SMAR as of Q1 2024.

  • Twin Tree Management reported no remaining Smartsheet Inc. position as of Q1 2024 after selling out during the quarter.
  • Twin Tree Management sold 12,088 Smartsheet Inc. shares in Q1 2024, an estimated $578K.
  • Twin Tree Management first reported a position in Smartsheet Inc. in Q3 2020 and held it in 7 quarters.
  • Twin Tree Management's Smartsheet Inc. position peaked at $3.64M in Q4 2020.
  • 360 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2024.

Based on Twin Tree Management's 13F filing for Q1 2024, filed 9 May 2024.