WTG
SMAR

West Tower Group’s Smartsheet Inc. SMAR Stock Holding History

West Tower Group’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
-164
Closed -$7.84K – 528
2023
Q4 		$7.84K Sell
164
-200
-55% -$8.52K 0.02% 381
2023
Q3 		$14.7K Sell
364
-231
-39% -$9.48K 0.01% 353
2023
Q2 		$22.8K Buy
+595
New +$25.7K 0.02% 324

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 $704M AUM 6.25% 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

West Tower Group's SMAR Position: Q1 2024 in Review

West Tower Group sold out of Smartsheet Inc. (SMAR) in Q1 2024, closing a stake of 164 shares — an estimated $7.84K sold.

West Tower Group first reported a position in SMAR in Q2 2023 and held it in 3 quarters. The position peaked at $22.8K in Q2 2023. 360 funds tracked by Wall St. Rank hold SMAR as of Q1 2024.

  • West Tower Group reported no remaining Smartsheet Inc. position as of Q1 2024 after selling out during the quarter.
  • West Tower Group sold 164 Smartsheet Inc. shares in Q1 2024, an estimated $7.84K.
  • West Tower Group first reported a position in Smartsheet Inc. in Q2 2023 and held it in 3 quarters.
  • West Tower Group's Smartsheet Inc. position peaked at $22.8K in Q2 2023.
  • 360 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2024.

Based on West Tower Group's 13F filing for Q1 2024, filed 14 May 2024.