Corient Private Wealth
SMAR

Corient Private Wealth’s Smartsheet Inc. SMAR Stock Holding History

Corient Private Wealth’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
-84,268
Closed -$4.72M – 2487
2024
Q4 		$4.72M Buy
84,268
+289
+0.3% +$16.2K 0.01% 719
2024
Q3 		$4.65M Sell
83,979
-9,033
-10% -$438K 0.01% 771
2024
Q2 		$4.1M Buy
93,012
+39,029
+72% +$1.56M 0.01% 764
2024
Q1 		$2.08M Buy
53,983
+13
+0% +$567 ﹤0.01% 1002
2023
Q4 		$2.58M Sell
53,970
-8,852
-14% -$377K ﹤0.01% 900
2023
Q3 		$2.54M Buy
62,822
+462
+0.7% +$19K 0.01% 827
2023
Q2 		$2.39M Buy
62,360
+1,843
+3% +$79.7K 0.01% 846
2023
Q1 		$2.89M Buy
60,517
+1,173
+2% +$51K 0.01% 736
2022
Q4 		$2.34M Buy
+59,344
New +$2.02M 0.01% 664

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

Corient Private Wealth's SMAR Position: Q1 2025 in Review

Corient Private Wealth sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 84,268 shares — an estimated $4.72M sold.

Corient Private Wealth first reported a position in SMAR in Q4 2022 and held it in 9 quarters. The position peaked at $4.72M in Q4 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Corient Private Wealth reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Corient Private Wealth sold 84,268 Smartsheet Inc. shares in Q1 2025, an estimated $4.72M.
  • Corient Private Wealth first reported a position in Smartsheet Inc. in Q4 2022 and held it in 9 quarters.
  • Corient Private Wealth's Smartsheet Inc. position peaked at $4.72M in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Corient Private Wealth's 13F filing for Q1 2025, filed 14 May 2025.