CAS
SMAR

Coppell Advisory Solutions’s Smartsheet Inc. SMAR Stock Holding History

Coppell Advisory Solutions’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
Closed -$56 – 1987
2024
Q4 		$56 Hold
1
– – ﹤0.01% 1931
2024
Q3 		$55 Buy
+1
New +$48 ﹤0.01% 1832

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

Coppell Advisory Solutions's SMAR Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 1 share — an estimated $56 sold.

Coppell Advisory Solutions first reported a position in SMAR in Q3 2024 and held it in 2 quarters. The position peaked at $56 in Q4 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 1 Smartsheet Inc. share in Q1 2025, an estimated $56.
  • Coppell Advisory Solutions first reported a position in Smartsheet Inc. in Q3 2024 and held it in 2 quarters.
  • Coppell Advisory Solutions's Smartsheet Inc. position peaked at $56 in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.