C
SMAR

Covestor’s Smartsheet Inc. SMAR Stock Holding History

Covestor’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
-2,538
Closed -$143K – 2862
2024
Q4 		$143K Sell
2,538
-374
-13% -$20.9K 0.09% 311
2024
Q3 		$161K Buy
2,912
+103
+4% +$4.99K 0.1% 267
2024
Q2 		$124K Sell
2,809
-90
-3% -$3.59K 0.08% 372
2024
Q1 		$112K Buy
2,899
+790
+37% +$34.5K 0.07% 470
2023
Q4 		$101K Buy
2,109
+1,922
+1,028% +$81.9K 0.07% 494
2023
Q3 		$8K Hold
187
– – 0.01% 1593
2023
Q2 		$7K Sell
187
-1
-0.5% -$43 0.01% 1655
2023
Q1 		$9K Sell
188
-2
-1% -$87 0.01% 1396
2022
Q4 		$7K Sell
190
-11
-5% -$375 0.01% 1494
2022
Q3 		$7K Sell
201
-1
-0.5% -$34 0.01% 1422
2022
Q2 		$6K Sell
202
-4
-2% -$166 ﹤0.01% 1386
2022
Q1 		$11K Sell
206
-172
-46% -$9.82K 0.01% 1297
2021
Q4 		$29K Buy
+378
New +$26.4K 0.04% 767

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

Covestor's SMAR Position: Q1 2025 in Review

Covestor sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 2,538 shares — an estimated $143K sold.

Covestor first reported a position in SMAR in Q4 2021 and held it in 13 quarters. The position peaked at $161K in Q3 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Covestor reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Covestor sold 2,538 Smartsheet Inc. shares in Q1 2025, an estimated $143K.
  • Covestor first reported a position in Smartsheet Inc. in Q4 2021 and held it in 13 quarters.
  • Covestor's Smartsheet Inc. position peaked at $161K in Q3 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Covestor's 13F filing for Q1 2025, filed 12 May 2025.