CT
SMAR

Colonial Trust’s Smartsheet Inc. SMAR Stock Holding History

Colonial Trust’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
-773
Closed -$43.3K – 1359
2024
Q4 		$43.3K Buy
+773
New +$43.3K 0.01% 605

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 $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
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
AW
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

Colonial Trust's SMAR Position: Q1 2025 in Review

Colonial Trust sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 773 shares — an estimated $43.3K sold.

Colonial Trust first reported a position in SMAR in Q4 2024 and held it in 1 quarter. The position peaked at $43.3K in Q4 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Colonial Trust reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Colonial Trust sold 773 Smartsheet Inc. shares in Q1 2025, an estimated $43.3K.
  • Colonial Trust first reported a position in Smartsheet Inc. in Q4 2024 and held it in 1 quarter.
  • Colonial Trust's Smartsheet Inc. position peaked at $43.3K in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Colonial Trust's 13F filing for Q1 2025, filed 14 May 2025.