PWA
SMAR

Principia Wealth Advisory’s Smartsheet Inc. SMAR Stock Holding History

Principia Wealth Advisory’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
Closed -$392 – 923
2024
Q4 		$392 Buy
+7
New +$392 ﹤0.01% 614

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

Principia Wealth Advisory's SMAR Position: Q1 2025 in Review

Principia Wealth Advisory sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 7 shares — an estimated $392 sold.

Principia Wealth Advisory first reported a position in SMAR in Q4 2024 and held it in 1 quarter. The position peaked at $392 in Q4 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Principia Wealth Advisory reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Principia Wealth Advisory sold 7 Smartsheet Inc. shares in Q1 2025, an estimated $392.
  • Principia Wealth Advisory first reported a position in Smartsheet Inc. in Q4 2024 and held it in 1 quarter.
  • Principia Wealth Advisory's Smartsheet Inc. position peaked at $392 in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Principia Wealth Advisory's 13F filing for Q1 2025, filed 11 Apr 2025.