1620 Investment Advisors’s Smartsheet Inc. SMAR Stock Holding History

1620 Investment Advisors’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
2025 Q1	–	Sell	-1,615	Closed	-$90.5K	–	724
2024 Q4	$90.5K	Sell	1,615 -149	-8%	-$8.34K	0.07%	237
2024 Q3	$97.7K	Buy	1,764 +89	+5%	+$4.31K	0.07%	230
2024 Q2	$73.8K	Buy	+1,675	New	+$66.8K	0.06%	254

Other funds holding SMAR

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

TCWM

Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

1620 Investment Advisors's SMAR Position: Q1 2025 in Review

1620 Investment Advisors sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 1,615 shares — an estimated $90.5K sold.

1620 Investment Advisors first reported a position in SMAR in Q2 2024 and held it in 3 quarters. The position peaked at $97.7K in Q3 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

1620 Investment Advisors reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
1620 Investment Advisors sold 1,615 Smartsheet Inc. shares in Q1 2025, an estimated $90.5K.
1620 Investment Advisors first reported a position in Smartsheet Inc. in Q2 2024 and held it in 3 quarters.
1620 Investment Advisors's Smartsheet Inc. position peaked at $97.7K in Q3 2024.
7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on 1620 Investment Advisors's 13F filing for Q1 2025, filed 14 May 2025.