Carson Wealth (CWM LLC)
SMAR

Carson Wealth (CWM LLC)’s Smartsheet Inc. SMAR Stock Holding History

Carson Wealth (CWM LLC)’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
-83,725
Closed -$4.69M – 5278
2024
Q4 		$4.69M Buy
83,725
+37,345
+81% +$2.09M 0.02% 489
2024
Q3 		$2.57M Buy
46,380
+26,511
+133% +$1.29M 0.01% 624
2024
Q2 		$876K Buy
19,869
+13,621
+218% +$543K ﹤0.01% 965
2024
Q1 		$241K Buy
6,248
+1,961
+46% +$85.6K ﹤0.01% 1430
2023
Q4 		$205K Buy
4,287
+1,243
+41% +$53K ﹤0.01% 1418
2023
Q3 		$123K Buy
3,044
+390
+15% +$16K ﹤0.01% 1525
2023
Q2 		$102K Buy
2,654
+573
+28% +$24.8K ﹤0.01% 1556
2023
Q1 		$99K Buy
2,081
+1,005
+93% +$43.7K ﹤0.01% 1498
2022
Q4 		$42K Buy
1,076
+718
+201% +$24.5K ﹤0.01% 1852
2022
Q3 		$12K Buy
358
+52
+17% +$1.76K ﹤0.01% 2599
2022
Q2 		$10K Sell
306
-258
-46% -$10.7K ﹤0.01% 2608
2022
Q1 		$31K Buy
564
+68
+14% +$3.88K ﹤0.01% 1832
2021
Q4 		$38K Buy
+496
New +$34.6K ﹤0.01% 1691
2021
Q2 		$28K Hold
384
– – ﹤0.01% 1653
2021
Q1 		$28K Hold
384
– – ﹤0.01% 1652
2020
Q4 		$28K Hold
384
– – ﹤0.01% 1652
2020
Q3 		$28K Hold
384
– – ﹤0.01% 1652
2020
Q2 		$28K Hold
384
– – ﹤0.01% 1652
2020
Q1 		$28K Hold
384
– – ﹤0.01% 1652
2019
Q4 		$28K Hold
384
– – ﹤0.01% 1651
2019
Q3 		$28K Hold
384
– – ﹤0.01% 1651
2019
Q2 		$28K Hold
384
– – ﹤0.01% 1651
2019
Q1 		$28K Buy
384
+342
+814% +$11.8K ﹤0.01% 1651
2018
Q4 		$1K Buy
+42
New +$1.04K ﹤0.01% 2021

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

Carson Wealth (CWM LLC)'s SMAR Position: Q1 2025 in Review

Carson Wealth (CWM LLC) sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 83,725 shares — an estimated $4.69M sold.

Carson Wealth (CWM LLC) first reported a position in SMAR in Q4 2018 and held it in 24 quarters. The position peaked at $4.69M in Q4 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Carson Wealth (CWM LLC) reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 83,725 Smartsheet Inc. shares in Q1 2025, an estimated $4.69M.
  • Carson Wealth (CWM LLC) first reported a position in Smartsheet Inc. in Q4 2018 and held it in 24 quarters.
  • Carson Wealth (CWM LLC)'s Smartsheet Inc. position peaked at $4.69M in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2025, filed 1 May 2025.