CAL
SMAR

Capital Advisors Ltd’s Smartsheet Inc. SMAR Stock Holding History

Capital Advisors Ltd’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
-26
Closed -$1K – 1634
2024
Q4 		$1K Hold
26
– – ﹤0.01% 1338
2024
Q3 		$1K Hold
26
– – ﹤0.01% 1331
2024
Q2 		$1K Hold
26
– – ﹤0.01% 1330
2024
Q1 		$1K Hold
26
– – ﹤0.01% 1308
2023
Q4 		$1K Hold
26
– – ﹤0.01% 1254
2023
Q3 		$1K Sell
26
-79
-75% -$3.24K ﹤0.01% 1244
2023
Q2 		$4K Buy
105
+79
+304% +$3.42K ﹤0.01% 918
2023
Q1 		$1K Sell
26
-79
-75% -$3.44K ﹤0.01% 1154
2022
Q4 		$1K Sell
105
-6
-5% -$204 ﹤0.01% 1141
2022
Q3 		$4K Buy
111
+84
+311% +$2.85K ﹤0.01% 711
2022
Q2 		$1K Buy
+27
New +$1.12K ﹤0.01% 935
2022
Q1 		– Sell
-3
Closed – – 1267
2021
Q4 		$0 Buy
+3
New +$210 ﹤0.01% 967

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

Capital Advisors Ltd's SMAR Position: Q1 2025 in Review

Capital Advisors Ltd sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 26 shares — an estimated $1K sold.

Capital Advisors Ltd first reported a position in SMAR in Q4 2021 and held it in 12 quarters. The position peaked at $4K in Q2 2023. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Capital Advisors Ltd reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Capital Advisors Ltd sold 26 Smartsheet Inc. shares in Q1 2025, an estimated $1K.
  • Capital Advisors Ltd first reported a position in Smartsheet Inc. in Q4 2021 and held it in 12 quarters.
  • Capital Advisors Ltd's Smartsheet Inc. position peaked at $4K in Q2 2023.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Capital Advisors Ltd's 13F filing for Q1 2025, filed 15 Apr 2025.