CI
SMAR

CAZ Investments’s Smartsheet Inc. SMAR Stock Holding History

CAZ Investments’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
-900
Closed -$50K – 33
2024
Q4 		$50K Hold
900
– – 0.07% 21
2024
Q3 		$50K Hold
900
– – 0.03% 25
2024
Q2 		$40K Hold
900
– – 0.01% 29
2024
Q1 		$35K Hold
900
– – 0.06% 30
2023
Q4 		$43K Hold
900
– – 0.06% 32
2023
Q3 		$36K Hold
900
– – 0.07% 32
2023
Q2 		$34K Hold
900
– – 0.04% 39
2023
Q1 		$43K Hold
900
– – 0.09% 37
2022
Q4 		$35K Hold
900
– – 0.06% 46
2022
Q3 		$31K Hold
900
– – 0.13% 33
2022
Q2 		$28K Buy
900
+300
+50% +$12.4K 0.09% 33
2022
Q1 		$33K Hold
600
– – 0.02% 38
2021
Q4 		$46K Hold
600
– – 0.03% 31
2021
Q3 		$41K Hold
600
– – 0.01% 40
2021
Q2 		$43K Hold
600
– – 0.01% 40
2021
Q1 		$38K Sell
600
-600
-50% -$42K 0.02% 40
2020
Q4 		$83K Hold
1,200
– – 0.03% 43
2020
Q3 		$59K Hold
1,200
– – 0.08% 34
2020
Q2 		$61K Hold
1,200
– – 0.06% 38
2020
Q1 		$50K Hold
1,200
– – 0.13% 49
2019
Q4 		$54K Hold
1,200
– – 0.08% 24
2019
Q3 		$43K Hold
1,200
– – 0.05% 20
2019
Q2 		$58K Hold
1,200
– – 0.18% 18
2019
Q1 		$49K Hold
1,200
– – 0.19% 12
2018
Q4 		$30K Buy
1,200
+600
+100% +$14.9K 0.09% 44
2018
Q3 		$19K Sell
600
-600
-50% -$16K 0.05% 38
2018
Q2 		$31K Buy
+1,200
New +$28.5K 0.09% 36

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 $59.2B AUM 26.02% 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 $8.31B AUM 21.94% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

CAZ Investments's SMAR Position: Q1 2025 in Review

CAZ Investments sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 900 shares — an estimated $50K sold.

CAZ Investments first reported a position in SMAR in Q2 2018 and held it in 27 quarters. The position peaked at $83K in Q4 2020. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • CAZ Investments reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • CAZ Investments sold 900 Smartsheet Inc. shares in Q1 2025, an estimated $50K.
  • CAZ Investments first reported a position in Smartsheet Inc. in Q2 2018 and held it in 27 quarters.
  • CAZ Investments's Smartsheet Inc. position peaked at $83K in Q4 2020.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on CAZ Investments's 13F filing for Q1 2025, filed 15 May 2025.