PCTC
SMAR

Perkins Coie Trust Company’s Smartsheet Inc. SMAR Stock Holding History

Perkins Coie Trust Company’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
-7,481
Closed -$419K – 493
2024
Q4 		$419K Hold
7,481
– – 0.09% 83
2024
Q3 		$414K Hold
7,481
– – 0.09% 83
2024
Q2 		$330K Hold
7,481
– – 0.08% 83
2024
Q1 		$288K Hold
7,481
– – 0.07% 87
2023
Q4 		$358K Sell
7,481
-650
-8% -$27.7K 0.09% 82
2023
Q3 		$329K Hold
8,131
– – 0.09% 80
2023
Q2 		$311K Hold
8,131
– – 0.09% 79
2023
Q1 		$389K Hold
8,131
– – 0.12% 73
2022
Q4 		$320K Hold
8,131
– – 0.1% 74
2022
Q3 		$279K Hold
8,131
– – 0.11% 73
2022
Q2 		$256K Hold
8,131
– – 0.09% 76
2022
Q1 		$445K Hold
8,131
– – 0.14% 70
2021
Q4 		$630K Sell
8,131
-244
-3% -$17K 0.18% 66
2021
Q3 		$576K Hold
8,375
– – 0.18% 74
2021
Q2 		$606K Sell
8,375
-307
-4% -$19.2K 0.19% 72
2021
Q1 		$555K Hold
8,682
– – 0.19% 71
2020
Q4 		$602K Sell
8,682
-2,399
-22% -$141K 0.21% 69
2020
Q3 		$548K Sell
11,081
-325
-3% -$15.7K 0.22% 70
2020
Q2 		$581K Sell
11,406
-1,551
-12% -$79K 0.24% 69
2020
Q1 		$538K Sell
12,957
-121
-0.9% -$5.49K 0.27% 72
2019
Q4 		$587K Sell
13,078
-416
-3% -$17.2K 0.24% 74
2019
Q3 		$486K Hold
13,494
– – 0.22% 75
2019
Q2 		$653K Buy
13,494
+7,654
+131% +$325K 0.3% 69
2019
Q1 		$238K Hold
5,840
– – 0.11% 88
2018
Q4 		$145K Buy
+5,840
New +$145K 0.08% 99

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

Perkins Coie Trust Company's SMAR Position: Q1 2025 in Review

Perkins Coie Trust Company sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 7,481 shares — an estimated $419K sold.

Perkins Coie Trust Company first reported a position in SMAR in Q4 2018 and held it in 25 quarters. The position peaked at $653K in Q2 2019. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Perkins Coie Trust Company reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Perkins Coie Trust Company sold 7,481 Smartsheet Inc. shares in Q1 2025, an estimated $419K.
  • Perkins Coie Trust Company first reported a position in Smartsheet Inc. in Q4 2018 and held it in 25 quarters.
  • Perkins Coie Trust Company's Smartsheet Inc. position peaked at $653K in Q2 2019.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Perkins Coie Trust Company's 13F filing for Q1 2025, filed 11 Apr 2025.