CPIG
SMAR

Chicago Partners Investment Group’s Smartsheet Inc. SMAR Stock Holding History

Chicago Partners Investment Group’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
-7,009
Closed -$394K – 1004
2024
Q4 		$394K Buy
+7,009
New +$392K 0.01% 574
2021
Q3 		– Sell
-16,580
Closed -$1.23M – 602
2021
Q2 		$1.23M Buy
16,580
+1,756
+12% +$110K 0.09% 182
2021
Q1 		$941K Buy
14,824
+3,723
+34% +$260K 0.08% 205
2020
Q4 		$805K Buy
11,101
+2,492
+29% +$146K 0.08% 206
2020
Q3 		$436K Buy
8,609
+1,325
+18% +$64K 0.05% 259
2020
Q2 		$347K Buy
7,284
+1,532
+27% +$78K 0.04% 269
2020
Q1 		$291K Buy
+5,752
New +$261K 0.04% 252

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

Chicago Partners Investment Group's SMAR Position: Q1 2025 in Review

Chicago Partners Investment Group sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 7,009 shares — an estimated $394K sold.

Chicago Partners Investment Group first reported a position in SMAR in Q1 2020 and held it in 7 quarters. The position peaked at $1.23M in Q2 2021. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Chicago Partners Investment Group reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Chicago Partners Investment Group sold 7,009 Smartsheet Inc. shares in Q1 2025, an estimated $394K.
  • Chicago Partners Investment Group first reported a position in Smartsheet Inc. in Q1 2020 and held it in 7 quarters.
  • Chicago Partners Investment Group's Smartsheet Inc. position peaked at $1.23M in Q2 2021.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Chicago Partners Investment Group's 13F filing for Q1 2025, filed 9 May 2025.