FCH
SMAR

Freestone Capital Holdings’s Smartsheet Inc. SMAR Stock Holding History

Freestone Capital Holdings’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
-6,109
Closed -$342K – 479
2024
Q4 		$342K Sell
6,109
-3,060
-33% -$171K 0.01% 332
2024
Q3 		$508K Sell
9,169
-710
-7% -$34.4K 0.02% 291
2024
Q2 		$435K Hold
9,879
– – 0.02% 319
2024
Q1 		$380K Hold
9,879
– – 0.01% 337
2023
Q4 		$472K Hold
9,879
– – 0.02% 279
2023
Q3 		$400K Hold
9,879
– – 0.02% 268
2023
Q2 		$378K Hold
9,879
– – 0.02% 282
2023
Q1 		$472K Sell
9,879
-2,207
-18% -$96K 0.02% 254
2022
Q4 		$476K Sell
12,086
-850
-7% -$29K 0.02% 253
2022
Q3 		$444K Sell
12,936
-932
-7% -$31.6K 0.02% 255
2022
Q2 		$436K Hold
13,868
– – 0.02% 280
2022
Q1 		$760K Sell
13,868
-3,760
-21% -$215K 0.03% 280
2021
Q4 		$1.36M Buy
17,628
+1,910
+12% +$133K 0.06% 210
2021
Q3 		$1.08M Buy
15,718
+192
+1% +$14.1K 0.05% 212
2021
Q2 		$1.12M Buy
15,526
+67
+0.4% +$4.18K 0.06% 206
2021
Q1 		$988K Buy
15,459
+1,829
+13% +$128K 0.05% 206
2020
Q4 		$944K Buy
13,630
+228
+2% +$13.4K 0.06% 197
2020
Q3 		$662K Buy
13,402
+193
+1% +$9.32K 0.04% 209
2020
Q2 		$673 Sell
13,209
-1,890
-13% -$96.2K 0.01% 222
2020
Q1 		$83.6K Buy
15,099
+308
+2% +$14K 1.81% 4
2019
Q4 		$90.4K Buy
14,791
+2,489
+20% +$103K 1.87% 4
2019
Q3 		$443 Sell
12,302
-500
-4% -$23.8K 0.01% 319
2019
Q2 		$620 Sell
12,802
-5,500
-30% -$234K 0.02% 275
2019
Q1 		$747K Hold
18,302
– – 0.04% 248
2018
Q4 		$455K Buy
+18,302
New +$455K 0.03% 302

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

Freestone Capital Holdings's SMAR Position: Q1 2025 in Review

Freestone Capital Holdings sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 6,109 shares — an estimated $342K sold.

Freestone Capital Holdings first reported a position in SMAR in Q4 2018 and held it in 25 quarters. The position peaked at $1.36M in Q4 2021. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Freestone Capital Holdings reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Freestone Capital Holdings sold 6,109 Smartsheet Inc. shares in Q1 2025, an estimated $342K.
  • Freestone Capital Holdings first reported a position in Smartsheet Inc. in Q4 2018 and held it in 25 quarters.
  • Freestone Capital Holdings's Smartsheet Inc. position peaked at $1.36M in Q4 2021.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Freestone Capital Holdings's 13F filing for Q1 2025, filed 13 May 2025.