NAM
SMAR

NorthCrest Asset Manangement’s Smartsheet Inc. SMAR Stock Holding History

NorthCrest Asset Manangement’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
-3,989
Closed -$224K – 641
2024
Q4 		$224K Buy
+3,989
New +$223K 0.01% 533

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

NorthCrest Asset Manangement's SMAR Position: Q1 2025 in Review

NorthCrest Asset Manangement sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 3,989 shares — an estimated $224K sold.

NorthCrest Asset Manangement first reported a position in SMAR in Q4 2024 and held it in 1 quarter. The position peaked at $224K in Q4 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • NorthCrest Asset Manangement reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • NorthCrest Asset Manangement sold 3,989 Smartsheet Inc. shares in Q1 2025, an estimated $224K.
  • NorthCrest Asset Manangement first reported a position in Smartsheet Inc. in Q4 2024 and held it in 1 quarter.
  • NorthCrest Asset Manangement's Smartsheet Inc. position peaked at $224K in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on NorthCrest Asset Manangement's 13F filing for Q1 2025, filed 16 Apr 2025.