EP Wealth Advisors’s Smartsheet Inc. SMAR Stock Holding History

EP Wealth Advisors’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	-9,404	Closed	-$527K	–	1382
2024 Q4	$527K	Buy	9,404 +4,629	+97%	+$259K	﹤0.01%	677
2024 Q3	$264K	Buy	+4,775	New	+$231K	﹤0.01%	911
2021 Q4	–	Sell	-27,656	Closed	-$1.9M	–	573
2021 Q3	$1.9M	Buy	+27,656	New	+$2.03M	0.05%	173

Other funds holding SMAR

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

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

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

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

EP Wealth Advisors's SMAR Position: Q1 2025 in Review

EP Wealth Advisors sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 9,404 shares — an estimated $527K sold.

EP Wealth Advisors first reported a position in SMAR in Q3 2021 and held it in 3 quarters. The position peaked at $1.9M in Q3 2021. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

EP Wealth Advisors reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
EP Wealth Advisors sold 9,404 Smartsheet Inc. shares in Q1 2025, an estimated $527K.
EP Wealth Advisors first reported a position in Smartsheet Inc. in Q3 2021 and held it in 3 quarters.
EP Wealth Advisors's Smartsheet Inc. position peaked at $1.9M in Q3 2021.
7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on EP Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.