CFFP
SMAR

Center for Financial Planning’s Smartsheet Inc. SMAR Stock Holding History

Center for Financial Planning’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
-1,432
Closed -$80.2K – 752
2024
Q4 		$80.2K Hold
1,432
– – 0.01% 216
2024
Q3 		$79.3K Hold
1,432
– – 0.01% 201
2024
Q2 		$63.1K Hold
1,432
– – 0.01% 211
2024
Q1 		$55.1K Hold
1,432
– – 0.01% 226
2023
Q4 		$68.5K Hold
1,432
– – 0.01% 192
2023
Q3 		$57.9K Hold
1,432
– – 0.01% 202
2023
Q2 		$54.8K Hold
1,432
– – 0.01% 213
2023
Q1 		$68.5K Buy
+1,432
New +$62.3K 0.02% 189

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

Center for Financial Planning's SMAR Position: Q1 2025 in Review

Center for Financial Planning sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 1,432 shares — an estimated $80.2K sold.

Center for Financial Planning first reported a position in SMAR in Q1 2023 and held it in 8 quarters. The position peaked at $80.2K in Q4 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Center for Financial Planning reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Center for Financial Planning sold 1,432 Smartsheet Inc. shares in Q1 2025, an estimated $80.2K.
  • Center for Financial Planning first reported a position in Smartsheet Inc. in Q1 2023 and held it in 8 quarters.
  • Center for Financial Planning's Smartsheet Inc. position peaked at $80.2K in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Center for Financial Planning's 13F filing for Q1 2025, filed 22 Apr 2025.