Evanson Asset Management’s Smartsheet Inc. SMAR Stock Holding History

Evanson Asset Management’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	-9,500	Closed	-$532K	–	323
2024 Q4	$532K	Hold	9,500	–	–	0.04%	164
2024 Q3	$526K	Hold	9,500	–	–	0.04%	171
2024 Q2	$419K	Hold	9,500	–	–	0.03%	192
2024 Q1	$366K	Hold	9,500	–	–	0.03%	215
2023 Q4	$454K	Hold	9,500	–	–	0.04%	185
2023 Q3	$384K	Hold	9,500	–	–	0.04%	191
2023 Q2	$363K	Hold	9,500	–	–	0.03%	200
2023 Q1	$454K	Hold	9,500	–	–	0.04%	169
2022 Q4	$374K	Sell	9,500 -167	-2%	-$5.69K	0.04%	182
2022 Q3	$332K	Buy	9,667 +167	+2%	+$5.66K	0.04%	193
2022 Q2	$299K	Sell	9,500 -105	-1%	-$4.35K	0.03%	211
2022 Q1	$526K	Buy	9,605 +105	+1%	+$6K	0.05%	161
2021 Q4	$736K	Hold	9,500	–	–	0.07%	131
2021 Q3	$702K	Hold	9,500	–	–	0.07%	136
2021 Q2	$687K	Hold	9,500	–	–	0.07%	134
2021 Q1	$607K	Hold	9,500	–	–	0.09%	141
2020 Q4	$658K	Hold	9,500	–	–	0.1%	123
2020 Q3	$469K	Hold	9,500	–	–	0.08%	139
2020 Q2	$484K	Hold	9,500	–	–	0.1%	123
2020 Q1	$394K	Buy	9,500 +900	+10%	+$40.8K	0.09%	136
2019 Q4	$386K	Hold	8,600	–	–	0.08%	153
2019 Q3	$310K	Hold	8,600	–	–	0.06%	177
2019 Q2	$416K	Hold	8,600	–	–	0.08%	139
2019 Q1	$351K	Hold	8,600	–	–	0.07%	159
2018 Q4	$214K	Buy	+8,600	New	+$214K	0.05%	208

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

Evanson Asset Management's SMAR Position: Q1 2025 in Review

Evanson Asset Management sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 9,500 shares — an estimated $532K sold.

Evanson Asset Management first reported a position in SMAR in Q4 2018 and held it in 25 quarters. The position peaked at $736K in Q4 2021. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

Evanson Asset Management reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
Evanson Asset Management sold 9,500 Smartsheet Inc. shares in Q1 2025, an estimated $532K.
Evanson Asset Management first reported a position in Smartsheet Inc. in Q4 2018 and held it in 25 quarters.
Evanson Asset Management's Smartsheet Inc. position peaked at $736K in Q4 2021.
7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Evanson Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.