MPWT
SMAR

MassMutual Private Wealth & Trust’s Smartsheet Inc. SMAR Stock Holding History

MassMutual Private Wealth & Trust’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
-39
Closed -$2.19K – 2528
2024
Q4 		$2.19K Buy
39
+15
+63% +$839 ﹤0.01% 1812
2024
Q3 		$1.33K Hold
24
– – ﹤0.01% 1772
2024
Q2 		$1.06K Buy
+24
New +$957 ﹤0.01% 1803
2022
Q3 		– Sell
-10
Closed – – 1851
2022
Q2 		$0 Buy
+10
New +$414 ﹤0.01% 1751
2022
Q1 		– Sell
-15
Closed -$1K – 1666
2021
Q4 		$1K Buy
+15
New +$1.05K ﹤0.01% 1347

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 $537M AUM 18.24% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

MassMutual Private Wealth & Trust's SMAR Position: Q1 2025 in Review

MassMutual Private Wealth & Trust sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 39 shares — an estimated $2.19K sold.

MassMutual Private Wealth & Trust first reported a position in SMAR in Q4 2021 and held it in 5 quarters. The position peaked at $2.19K in Q4 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • MassMutual Private Wealth & Trust reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • MassMutual Private Wealth & Trust sold 39 Smartsheet Inc. shares in Q1 2025, an estimated $2.19K.
  • MassMutual Private Wealth & Trust first reported a position in Smartsheet Inc. in Q4 2021 and held it in 5 quarters.
  • MassMutual Private Wealth & Trust's Smartsheet Inc. position peaked at $2.19K in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on MassMutual Private Wealth & Trust's 13F filing for Q1 2025, filed 1 Apr 2025.