TCP Asset Management’s Smartsheet Inc. SMAR Stock Holding History

TCP Asset Management’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	-22,655	Closed	-$1.27M	–	96
2024 Q4	$1.27M	Hold	22,655	–	–	0.28%	29
2024 Q3	$1.25M	Sell	22,655 -1,000	-4%	-$48.5K	0.29%	30
2024 Q2	$1.04M	Hold	23,655	–	–	0.26%	32
2024 Q1	$911K	Hold	23,655	–	–	0.24%	36
2023 Q4	$1.13M	Buy	+23,655	New	+$1.01M	0.42%	34

Other funds holding SMAR

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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 New York $133B AUM 72.99% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

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

TCP Asset Management's SMAR Position: Q1 2025 in Review

TCP Asset Management sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 22,655 shares — an estimated $1.27M sold.

TCP Asset Management first reported a position in SMAR in Q4 2023 and held it in 5 quarters. The position peaked at $1.27M in Q4 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

TCP Asset Management reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
TCP Asset Management sold 22,655 Smartsheet Inc. shares in Q1 2025, an estimated $1.27M.
TCP Asset Management first reported a position in Smartsheet Inc. in Q4 2023 and held it in 5 quarters.
TCP Asset Management's Smartsheet Inc. position peaked at $1.27M in Q4 2024.
7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on TCP Asset Management's 13F filing for Q1 2025, filed 28 Apr 2025.