TCM
SMAR

Tradewinds Capital Management’s Smartsheet Inc. SMAR Stock Holding History

Tradewinds Capital 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
-10
Closed -$561 – 744
2024
Q4 		$561 Hold
10
– – ﹤0.01% 585
2024
Q3 		$554 Buy
10
+4
+67% +$194 ﹤0.01% 547
2024
Q2 		$265 Hold
6
– – ﹤0.01% 555
2024
Q1 		$231 Hold
6
– – ﹤0.01% 518
2023
Q4 		$287 Hold
6
– – ﹤0.01% 434
2023
Q3 		$243 Hold
6
– – ﹤0.01% 459
2023
Q2 		$230 Hold
6
– – ﹤0.01% 438
2023
Q1 		$287 Hold
6
– – ﹤0.01% 434
2022
Q4 		$236 Hold
6
– – ﹤0.01% 472
2022
Q3 		$0 Hold
6
– – ﹤0.01% 519
2022
Q2 		$0 Hold
6
– – ﹤0.01% 823
2022
Q1 		$0 Hold
6
– – ﹤0.01% 857
2021
Q4 		$0 Hold
6
– – ﹤0.01% 828
2021
Q3 		$0 Hold
6
– – ﹤0.01% 819
2021
Q2 		$0 Hold
6
– – ﹤0.01% 833
2021
Q1 		$0 Hold
6
– – ﹤0.01% 795
2020
Q4 		$0 Hold
6
– – ﹤0.01% 733
2020
Q3 		$0 Hold
6
– – ﹤0.01% 717
2020
Q2 		$0 Buy
+6
New +$305 ﹤0.01% 733

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

Tradewinds Capital Management's SMAR Position: Q1 2025 in Review

Tradewinds Capital Management sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 10 shares — an estimated $561 sold.

Tradewinds Capital Management first reported a position in SMAR in Q2 2020 and held it in 19 quarters. The position peaked at $561 in Q4 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Tradewinds Capital Management reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Tradewinds Capital Management sold 10 Smartsheet Inc. shares in Q1 2025, an estimated $561.
  • Tradewinds Capital Management first reported a position in Smartsheet Inc. in Q2 2020 and held it in 19 quarters.
  • Tradewinds Capital Management's Smartsheet Inc. position peaked at $561 in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Tradewinds Capital Management's 13F filing for Q1 2025, filed 25 Apr 2025.