MWM
SMAR

Mascoma Wealth Management’s Smartsheet Inc. SMAR Stock Holding History

Mascoma Wealth 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
-40
Closed -$2.24K – 546
2024
Q4 		$2.24K Buy
+40
New +$2.24K ﹤0.01% 467

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 $426M AUM 23.62% 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

Mascoma Wealth Management's SMAR Position: Q1 2025 in Review

Mascoma Wealth Management sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 40 shares — an estimated $2.24K sold.

Mascoma Wealth Management first reported a position in SMAR in Q4 2024 and held it in 1 quarter. The position peaked at $2.24K in Q4 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Mascoma Wealth Management reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Mascoma Wealth Management sold 40 Smartsheet Inc. shares in Q1 2025, an estimated $2.24K.
  • Mascoma Wealth Management first reported a position in Smartsheet Inc. in Q4 2024 and held it in 1 quarter.
  • Mascoma Wealth Management's Smartsheet Inc. position peaked at $2.24K in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Mascoma Wealth Management's 13F filing for Q1 2025, filed 24 Apr 2025.