TPCW
SMAR

TD Private Client Wealth’s Smartsheet Inc. SMAR Stock Holding History

TD Private Client Wealth’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
-9
Closed -$504 – 1493
2024
Q4 		$504 Buy
+9
New +$504 ﹤0.01% 1280
2022
Q1 		– Sell
-18
Closed -$1.39K – 1340
2021
Q4 		$1.39K Buy
+18
New +$1.26K ﹤0.01% 1040

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 $426M AUM 23.62% 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

TD Private Client Wealth's SMAR Position: Q1 2025 in Review

TD Private Client Wealth sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 9 shares — an estimated $504 sold.

TD Private Client Wealth first reported a position in SMAR in Q4 2021 and held it in 2 quarters. The position peaked at $1.39K in Q4 2021. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • TD Private Client Wealth reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • TD Private Client Wealth sold 9 Smartsheet Inc. shares in Q1 2025, an estimated $504.
  • TD Private Client Wealth first reported a position in Smartsheet Inc. in Q4 2021 and held it in 2 quarters.
  • TD Private Client Wealth's Smartsheet Inc. position peaked at $1.39K in Q4 2021.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on TD Private Client Wealth's 13F filing for Q1 2025, filed 29 Apr 2025.