PTC
SMAR

Private Trust Company’s Smartsheet Inc. SMAR Stock Holding History

Private 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
-300
Closed -$16.8K – 2557
2024
Q4 		$16.8K Sell
300
-48
-14% -$2.69K ﹤0.01% 1546
2024
Q3 		$19.3K Hold
348
– – ﹤0.01% 1487
2024
Q2 		$15.3K Hold
348
– – ﹤0.01% 1536
2024
Q1 		$13.4K Sell
348
-236
-40% -$10.3K ﹤0.01% 1557
2023
Q4 		$27.9K Buy
584
+9
+2% +$384 ﹤0.01% 1280
2023
Q3 		$23.3K Sell
575
-4
-0.7% -$164 ﹤0.01% 1297
2023
Q2 		$22.2K Buy
579
+21
+4% +$908 ﹤0.01% 1325
2023
Q1 		$26.7K Buy
558
+154
+38% +$6.7K ﹤0.01% 1231
2022
Q4 		$16K Hold
404
– – ﹤0.01% 1392
2022
Q3 		$14K Hold
404
– – ﹤0.01% 1335
2022
Q2 		$13K Buy
+404
New +$16.7K ﹤0.01% 1405

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

Private Trust Company's SMAR Position: Q1 2025 in Review

Private Trust Company sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 300 shares — an estimated $16.8K sold.

Private Trust Company first reported a position in SMAR in Q2 2022 and held it in 11 quarters. The position peaked at $27.9K in Q4 2023. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Private Trust Company reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Private Trust Company sold 300 Smartsheet Inc. shares in Q1 2025, an estimated $16.8K.
  • Private Trust Company first reported a position in Smartsheet Inc. in Q2 2022 and held it in 11 quarters.
  • Private Trust Company's Smartsheet Inc. position peaked at $27.9K in Q4 2023.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Private Trust Company's 13F filing for Q1 2025, filed 28 Apr 2025.