TWD
SMAR

True Wealth Design’s Smartsheet Inc. SMAR Stock Holding History

True Wealth Design’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
-2,111
Closed -$118K – 2695
2024
Q4 		$118K Buy
2,111
+1,379
+188% +$77.2K 0.05% 57
2024
Q3 		$40.5K Buy
+732
New +$35.5K 0.02% 174

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

True Wealth Design's SMAR Position: Q1 2025 in Review

True Wealth Design sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 2,111 shares — an estimated $118K sold.

True Wealth Design first reported a position in SMAR in Q3 2024 and held it in 2 quarters. The position peaked at $118K in Q4 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • True Wealth Design reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • True Wealth Design sold 2,111 Smartsheet Inc. shares in Q1 2025, an estimated $118K.
  • True Wealth Design first reported a position in Smartsheet Inc. in Q3 2024 and held it in 2 quarters.
  • True Wealth Design's Smartsheet Inc. position peaked at $118K in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on True Wealth Design's 13F filing for Q1 2025, filed 13 May 2025.