MCM
SMAR

Manchester Capital Management’s Smartsheet Inc. SMAR Stock Holding History

Manchester Capital 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
-5
Closed -$281 – 1211
2024
Q4 		$281 Hold
5
– – ﹤0.01% 1113
2024
Q3 		$277 Hold
5
– – ﹤0.01% 1121
2024
Q2 		$221 Hold
5
– – ﹤0.01% 1112
2024
Q1 		$193 Hold
5
– – ﹤0.01% 1002
2023
Q4 		$240 Hold
5
– – ﹤0.01% 967
2023
Q3 		$203 Hold
5
– – ﹤0.01% 960
2023
Q2 		$192 Buy
+5
New +$216 ﹤0.01% 933
2021
Q1 		– Sell
-5
Closed – – 807
2020
Q4 		$0 Buy
+5
New +$293 ﹤0.01% 792

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 $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
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
AW
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

Manchester Capital Management's SMAR Position: Q1 2025 in Review

Manchester Capital Management sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 5 shares — an estimated $281 sold.

Manchester Capital Management first reported a position in SMAR in Q4 2020 and held it in 8 quarters. The position peaked at $281 in Q4 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Manchester Capital Management reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Manchester Capital Management sold 5 Smartsheet Inc. shares in Q1 2025, an estimated $281.
  • Manchester Capital Management first reported a position in Smartsheet Inc. in Q4 2020 and held it in 8 quarters.
  • Manchester Capital Management's Smartsheet Inc. position peaked at $281 in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Manchester Capital Management's 13F filing for Q1 2025, filed 9 May 2025.