Ameriprise
SMAR

Ameriprise’s Smartsheet Inc. SMAR Stock Holding History

Ameriprise’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
-433,888
Closed -$24.3M – 4197
2024
Q4 		$24.3M Sell
433,888
-1,158,751
-73% -$64.8M 0.01% 1208
2024
Q3 		$88.2M Buy
1,592,639
+1,168,180
+275% +$56.6M 0.02% 614
2024
Q2 		$18.7M Buy
424,459
+108,313
+34% +$4.32M 0.01% 1327
2024
Q1 		$12.2M Buy
316,146
+83,702
+36% +$3.65M ﹤0.01% 1615
2023
Q4 		$11.1M Buy
232,444
+168,554
+264% +$7.18M ﹤0.01% 1684
2023
Q3 		$2.58M Sell
63,890
-895,814
-93% -$36.8M ﹤0.01% 2698
2023
Q2 		$36.7M Sell
959,704
-286,835
-23% -$12.4M 0.01% 913
2023
Q1 		$59.6M Buy
1,246,539
+1,167,191
+1,471% +$50.8M 0.02% 668
2022
Q4 		$3.12M Buy
79,348
+5,671
+8% +$193K ﹤0.01% 2585
2022
Q3 		$2.53M Sell
73,677
-4,343
-6% -$147K ﹤0.01% 2677
2022
Q2 		$2.45M Sell
78,020
-864
-1% -$35.8K ﹤0.01% 2742
2022
Q1 		$4.32M Buy
78,884
+20,870
+36% +$1.19M ﹤0.01% 2516
2021
Q4 		$4.49M Sell
58,014
-1,489
-3% -$104K ﹤0.01% 2546
2021
Q3 		$4.1M Buy
59,503
+11,200
+23% +$823K ﹤0.01% 2524
2021
Q2 		$3.49M Buy
48,303
+4,405
+10% +$275K ﹤0.01% 2679
2021
Q1 		$2.81M Sell
43,898
-9,695
-18% -$678K ﹤0.01% 2717
2020
Q4 		$3.71M Sell
53,593
-2,105
-4% -$123K ﹤0.01% 2464
2020
Q3 		$2.75M Sell
55,698
-24,667
-31% -$1.19M ﹤0.01% 2480
2020
Q2 		$4.09M Sell
80,365
-980
-1% -$49.9K ﹤0.01% 2206
2020
Q1 		$3.38M Sell
81,345
-341,590
-81% -$15.5M ﹤0.01% 2177
2019
Q4 		$19M Sell
422,935
-279,431
-40% -$11.6M 0.01% 1238
2019
Q3 		$25.3M Buy
702,366
+495,277
+239% +$23.6M 0.01% 985
2019
Q2 		$10M Buy
207,089
+129,296
+166% +$5.49M ﹤0.01% 1733
2019
Q1 		$3.17M Buy
77,793
+28,684
+58% +$992K ﹤0.01% 2508
2018
Q4 		$1.22M Buy
+49,109
New +$1.22M ﹤0.01% 2863

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

Ameriprise's SMAR Position: Q1 2025 in Review

Ameriprise sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 433,888 shares — an estimated $24.3M sold.

Ameriprise first reported a position in SMAR in Q4 2018 and held it in 25 quarters. The position peaked at $88.2M in Q3 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Ameriprise reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Ameriprise sold 433,888 Smartsheet Inc. shares in Q1 2025, an estimated $24.3M.
  • Ameriprise first reported a position in Smartsheet Inc. in Q4 2018 and held it in 25 quarters.
  • Ameriprise's Smartsheet Inc. position peaked at $88.2M in Q3 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Ameriprise's 13F filing for Q1 2025, filed 14 May 2025.