CA
SMAR

Clearstead Advisors’s Smartsheet Inc. SMAR Stock Holding History

Clearstead Advisors’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
2024
Q4 		– Sell
-191
Closed -$10.6K – 2201
2024
Q3 		$10.6K Hold
191
– – ﹤0.01% 1569
2024
Q2 		$8.42K Buy
+191
New +$7.61K ﹤0.01% 1576
2024
Q1 		– Sell
-910
Closed -$43.5K – 1643
2023
Q4 		$43.5K Sell
910
-840
-48% -$35.8K ﹤0.01% 777
2023
Q3 		$70.8K Buy
1,750
+537
+44% +$22K ﹤0.01% 816
2023
Q2 		$46.4K Buy
+1,213
New +$52.5K ﹤0.01% 736

Other funds holding SMAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
VEPM
Vista Equity Partners Management San Francisco, California $42.7M AUM 16.65% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Clearstead Advisors's SMAR Position: Q4 2024 in Review

Clearstead Advisors sold out of Smartsheet Inc. (SMAR) in Q4 2024, closing a stake of 191 shares — an estimated $10.6K sold.

Clearstead Advisors first reported a position in SMAR in Q2 2023 and held it in 5 quarters. The position peaked at $70.8K in Q3 2023. 367 funds tracked by Wall St. Rank hold SMAR as of Q4 2024.

  • Clearstead Advisors reported no remaining Smartsheet Inc. position as of Q4 2024 after selling out during the quarter.
  • Clearstead Advisors sold 191 Smartsheet Inc. shares in Q4 2024, an estimated $10.6K.
  • Clearstead Advisors first reported a position in Smartsheet Inc. in Q2 2023 and held it in 5 quarters.
  • Clearstead Advisors's Smartsheet Inc. position peaked at $70.8K in Q3 2023.
  • 367 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q4 2024.

Based on Clearstead Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.