EWA
SMAR

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

EverSource 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
-536
Closed -$30K – 4212
2024
Q4 		$30K Buy
536
+472
+738% +$26.4K ﹤0.01% 1415
2024
Q3 		$3.54K Sell
64
-179
-74% -$8.68K ﹤0.01% 2356
2024
Q2 		$11.7K Buy
243
+43
+22% +$1.71K ﹤0.01% 1767
2024
Q1 		$7.57K Sell
200
-22
-10% -$960 ﹤0.01% 1837
2023
Q4 		$10.6K Hold
222
– – ﹤0.01% 1531
2023
Q3 		$8.98K Buy
222
+22
+11% +$903 ﹤0.01% 1463
2023
Q2 		$7.65K Hold
200
– – ﹤0.01% 1562
2023
Q1 		$9.56K Hold
200
– – ﹤0.01% 1384
2022
Q4 		$7.87K Buy
+200
New +$6.82K ﹤0.01% 1419
2022
Q3 		– Sell
-26
Closed – – 2168
2022
Q2 		$0 Hold
26
– – ﹤0.01% 1919
2022
Q1 		$2K Sell
26
-79
-75% -$4.51K ﹤0.01% 1603
2021
Q4 		$8K Buy
+105
New +$7.33K ﹤0.01% 1076

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

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

EverSource Wealth Advisors sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 536 shares — an estimated $30K sold.

EverSource Wealth Advisors first reported a position in SMAR in Q4 2021 and held it in 12 quarters. The position peaked at $30K in Q4 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • EverSource Wealth Advisors reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 536 Smartsheet Inc. shares in Q1 2025, an estimated $30K.
  • EverSource Wealth Advisors first reported a position in Smartsheet Inc. in Q4 2021 and held it in 12 quarters.
  • EverSource Wealth Advisors's Smartsheet Inc. position peaked at $30K in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

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