S
SMAR

SignatureFD’s Smartsheet Inc. SMAR Stock Holding History

SignatureFD’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
-2,306
Closed -$129K – 3494
2024
Q4 		$129K Buy
2,306
+164
+8% +$9.18K ﹤0.01% 1099
2024
Q3 		$119K Buy
2,142
+149
+7% +$7.22K ﹤0.01% 1142
2024
Q2 		$87.9K Buy
1,993
+189
+10% +$7.53K ﹤0.01% 1227
2024
Q1 		$69.5K Sell
1,804
-82
-4% -$3.58K ﹤0.01% 1381
2023
Q4 		$90.2K Buy
1,886
+20
+1% +$852 ﹤0.01% 1159
2023
Q3 		$75.5K Sell
1,866
-6
-0.3% -$246 ﹤0.01% 1195
2023
Q2 		$71.6K Sell
1,872
-320
-15% -$13.8K ﹤0.01% 1235
2023
Q1 		$105K Buy
2,192
+1,291
+143% +$56.2K ﹤0.01% 1015
2022
Q4 		$35.5K Sell
901
-172
-16% -$5.86K ﹤0.01% 1528
2022
Q3 		$37K Buy
1,073
+390
+57% +$13.2K ﹤0.01% 1439
2022
Q2 		$21K Buy
683
+30
+5% +$1.24K ﹤0.01% 1764
2022
Q1 		$36K Sell
653
-175
-21% -$9.99K ﹤0.01% 1538
2021
Q4 		$64K Buy
828
+331
+67% +$23.1K ﹤0.01% 1225
2021
Q3 		$34K Buy
497
+35
+8% +$2.57K ﹤0.01% 1505
2021
Q2 		$33K Buy
462
+303
+191% +$18.9K ﹤0.01% 1498
2021
Q1 		$10K Buy
159
+122
+330% +$8.54K ﹤0.01% 1872
2020
Q4 		$3K Hold
37
– – ﹤0.01% 2198
2020
Q3 		$2K Buy
37
+10
+37% +$483 ﹤0.01% 2298
2020
Q2 		$1K Sell
27
-1
-4% -$51 ﹤0.01% 2417
2020
Q1 		$1K Buy
28
+27
+2,700% +$1.23K ﹤0.01% 2229
2019
Q4 		$0 Hold
1
– – ﹤0.01% 2303
2019
Q3 		$0 Hold
1
– – ﹤0.01% 2223
2019
Q2 		$0 Buy
+1
New +$42 ﹤0.01% 2181

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 $484M AUM 15.17% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

SignatureFD's SMAR Position: Q1 2025 in Review

SignatureFD sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 2,306 shares — an estimated $129K sold.

SignatureFD first reported a position in SMAR in Q2 2019 and held it in 23 quarters. The position peaked at $129K in Q4 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • SignatureFD reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • SignatureFD sold 2,306 Smartsheet Inc. shares in Q1 2025, an estimated $129K.
  • SignatureFD first reported a position in Smartsheet Inc. in Q2 2019 and held it in 23 quarters.
  • SignatureFD's Smartsheet Inc. position peaked at $129K in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on SignatureFD's 13F filing for Q1 2025, filed 2 May 2025.