Truist Financial
SMAR

Truist Financial’s Smartsheet Inc. SMAR Stock Holding History

Truist Financial’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
2024
Q4 		– Sell
-4,131
Closed -$229K – 2655
2024
Q3 		$229K Buy
+4,131
New +$200K ﹤0.01% 2284
2024
Q1 		– Sell
-4,930
Closed -$236K – 2768
2023
Q4 		$236K Buy
+4,930
New +$210K ﹤0.01% 2433
2023
Q2 		– Sell
-5,371
Closed -$257K – 2695
2023
Q1 		$257K Sell
5,371
-1,983
-27% -$86.3K ﹤0.01% 2307
2022
Q4 		$289K Sell
7,354
-886
-11% -$30.2K ﹤0.01% 2250
2022
Q3 		$283K Sell
8,240
-1,823
-18% -$61.8K ﹤0.01% 2117
2022
Q2 		$317K Buy
10,063
+1,365
+16% +$56.6K ﹤0.01% 2184
2022
Q1 		$476K Sell
8,698
-1,574
-15% -$89.9K ﹤0.01% 2030
2021
Q4 		$795K Sell
10,272
-101
-1% -$7.05K ﹤0.01% 1762
2021
Q3 		$714K Buy
10,373
+5,099
+97% +$375K ﹤0.01% 1810
2021
Q2 		$382K Buy
+5,274
New +$329K ﹤0.01% 2230
2020
Q4 		– Sell
-4,824
Closed -$239K – 2652
2020
Q3 		$239K Buy
+4,824
New +$233K ﹤0.01% 2166

Other funds holding SMAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
VEPM
Vista Equity Partners Management San Francisco, California $42.7M AUM 16.65% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Truist Financial's SMAR Position: Q4 2024 in Review

Truist Financial sold out of Smartsheet Inc. (SMAR) in Q4 2024, closing a stake of 4,131 shares — an estimated $229K sold.

Truist Financial first reported a position in SMAR in Q3 2020 and held it in 11 quarters. The position peaked at $795K in Q4 2021. 367 funds tracked by Wall St. Rank hold SMAR as of Q4 2024.

  • Truist Financial reported no remaining Smartsheet Inc. position as of Q4 2024 after selling out during the quarter.
  • Truist Financial sold 4,131 Smartsheet Inc. shares in Q4 2024, an estimated $229K.
  • Truist Financial first reported a position in Smartsheet Inc. in Q3 2020 and held it in 11 quarters.
  • Truist Financial's Smartsheet Inc. position peaked at $795K in Q4 2021.
  • 367 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q4 2024.

Based on Truist Financial's 13F filing for Q4 2024, filed 31 Jan 2025.