BTI
SMAR

Blue Trust Inc’s Smartsheet Inc. SMAR Stock Holding History

Blue Trust Inc’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
-193
Closed -$10.8K – 2585
2024
Q4 		$10.8K Buy
193
+175
+972% +$9.79K ﹤0.01% 1806
2024
Q3 		$793 Buy
+18
New +$873 ﹤0.01% 2732
2023
Q3 		– Sell
-16
Closed -$1K – 2336
2023
Q2 		$1K Buy
16
+14
+700% +$605 ﹤0.01% 1965
2023
Q1 		$0 Hold
2
– – ﹤0.01% 2694
2022
Q4 		$0 Sell
2
-89
-98% -$3.03K ﹤0.01% 2519
2022
Q3 		$3K Buy
91
+87
+2,175% +$2.95K ﹤0.01% 1733
2022
Q2 		$0 Buy
+4
New +$166 ﹤0.01% 2035

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

Blue Trust Inc's SMAR Position: Q1 2025 in Review

Blue Trust Inc sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 193 shares — an estimated $10.8K sold.

Blue Trust Inc first reported a position in SMAR in Q2 2022 and held it in 7 quarters. The position peaked at $10.8K in Q4 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Blue Trust Inc reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Blue Trust Inc sold 193 Smartsheet Inc. shares in Q1 2025, an estimated $10.8K.
  • Blue Trust Inc first reported a position in Smartsheet Inc. in Q2 2022 and held it in 7 quarters.
  • Blue Trust Inc's Smartsheet Inc. position peaked at $10.8K in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Blue Trust Inc's 13F filing for Q1 2025, filed 21 Apr 2025.