CVA Family Office’s Smartsheet Inc. SMAR Stock Holding History

CVA Family Office’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	-27	Closed	-$1.51K	–	1484
2024 Q4	$1.51K	Hold	27	–	–	﹤0.01%	1035
2024 Q3	$1.5K	Hold	27	–	–	﹤0.01%	1016
2024 Q2	$1.19K	Buy	+27	New	+$1.08K	﹤0.01%	1047
2022 Q4	–	Sell	-5	Closed	–	–	1020
2022 Q3	$0	Hold	5	–	–	﹤0.01%	954
2022 Q2	$0	Buy	+5	New	+$207	﹤0.01%	1008
2022 Q1	–	Sell	-253	Closed	-$20K	–	1007
2021 Q4	$20K	Buy	+253	New	+$17.7K	0.01%	533
2021 Q3	–	Sell	-253	Closed	-$18K	–	919
2021 Q2	$18K	Buy	+253	New	+$15.8K	0.01%	558

Other funds holding SMAR

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

TCWM

Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

CVA Family Office's SMAR Position: Q1 2025 in Review

CVA Family Office sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 27 shares — an estimated $1.51K sold.

CVA Family Office first reported a position in SMAR in Q2 2021 and held it in 7 quarters. The position peaked at $20K in Q4 2021. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

CVA Family Office reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
CVA Family Office sold 27 Smartsheet Inc. shares in Q1 2025, an estimated $1.51K.
CVA Family Office first reported a position in Smartsheet Inc. in Q2 2021 and held it in 7 quarters.
CVA Family Office's Smartsheet Inc. position peaked at $20K in Q4 2021.
7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on CVA Family Office's 13F filing for Q1 2025, filed 16 Apr 2025.