Creative Planning
SMAR

Creative Planning’s Smartsheet Inc. SMAR Stock Holding History

Creative Planning’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
2021
Q2 		– Sell
-700
Closed -$7K – 2645
2021
Q1 		$7K Hold
700
– – ﹤0.01% 2503
2020
Q4 		$10K Sell
700
-400
-36% -$23.4K ﹤0.01% 2229
2020
Q3 		$7K Buy
+1,100
New +$53.1K ﹤0.01% 2035

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

Creative Planning's SMAR Position: Q1 2025 in Review

Creative Planning sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 17,161 shares — an estimated $962K sold.

Creative Planning first reported a position in SMAR in Q4 2018 and held it in 25 quarters. The position peaked at $993K in Q3 2021. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Creative Planning reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Creative Planning sold 17,161 Smartsheet Inc. shares in Q1 2025, an estimated $962K.
  • Creative Planning first reported a position in Smartsheet Inc. in Q4 2018 and held it in 25 quarters.
  • Creative Planning's Smartsheet Inc. position peaked at $993K in Q3 2021.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Creative Planning's 13F filing for Q1 2025, filed 15 May 2025.