Cerity Partners’s Smartsheet Inc. SMAR Stock Holding History

Cerity Partners’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	-102,918	Closed	-$5.76M	–	2662
2024 Q4	$5.76M	Buy	102,918 +43,384	+73%	+$2.43M	0.01%	658
2024 Q3	$3.3M	Buy	59,534 +26,509	+80%	+$1.29M	0.01%	873
2024 Q2	$1.46M	Buy	33,025 +26,809	+431%	+$1.07M	﹤0.01%	1061
2024 Q1	$239K	Buy	6,216 +1,925	+45%	+$84K	﹤0.01%	2000
2023 Q4	$205K	Buy	+4,291	New	+$183K	﹤0.01%	1717

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 $515M AUM 27.37% 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

Cerity Partners's SMAR Position: Q1 2025 in Review

Cerity Partners sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 102,918 shares — an estimated $5.76M sold.

Cerity Partners first reported a position in SMAR in Q4 2023 and held it in 5 quarters. The position peaked at $5.76M in Q4 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

Cerity Partners reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
Cerity Partners sold 102,918 Smartsheet Inc. shares in Q1 2025, an estimated $5.76M.
Cerity Partners first reported a position in Smartsheet Inc. in Q4 2023 and held it in 5 quarters.
Cerity Partners's Smartsheet Inc. position peaked at $5.76M in Q4 2024.
7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Cerity Partners's 13F filing for Q1 2025, filed 30 Apr 2025.