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

Capital Performance 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	-6,165	Closed	-$345K	–	287
2024 Q4	$345K	Buy	6,165 +3,423	+125%	+$192K	0.11%	82
2024 Q3	$152K	Buy	+2,742	New	+$133K	0.05%	137

Other funds holding SMAR

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

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

TCWM

Total Clarity Wealth Management St. Charles, Illinois $426M AUM 23.62% 1-Year Est. Return

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

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

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 Performance Advisors's SMAR Position: Q1 2025 in Review

Capital Performance Advisors sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 6,165 shares — an estimated $345K sold.

Capital Performance Advisors first reported a position in SMAR in Q3 2024 and held it in 2 quarters. The position peaked at $345K in Q4 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

Capital Performance Advisors reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
Capital Performance Advisors sold 6,165 Smartsheet Inc. shares in Q1 2025, an estimated $345K.
Capital Performance Advisors first reported a position in Smartsheet Inc. in Q3 2024 and held it in 2 quarters.
Capital Performance Advisors's Smartsheet Inc. position peaked at $345K in Q4 2024.
7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Capital Performance Advisors's 13F filing for Q1 2025, filed 9 May 2025.