Wells Fargo
SMAR

Wells Fargo’s Smartsheet Inc. SMAR Stock Holding History

Wells Fargo’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
2020
Q2 		– Sell
-5,400
Closed -$30K – 6956
2020
Q1 		$30K Buy
+5,400
New +$245K ﹤0.01% 5500

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

Wells Fargo's SMAR Position: Q1 2025 in Review

Wells Fargo sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 16,752 shares — an estimated $939K sold.

Wells Fargo first reported a position in SMAR in Q2 2018 and held it in 27 quarters. The position peaked at $8.35M in Q4 2020. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Wells Fargo reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Wells Fargo sold 16,752 Smartsheet Inc. shares in Q1 2025, an estimated $939K.
  • Wells Fargo first reported a position in Smartsheet Inc. in Q2 2018 and held it in 27 quarters.
  • Wells Fargo's Smartsheet Inc. position peaked at $8.35M in Q4 2020.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Wells Fargo's 13F filing for Q1 2025, filed 13 May 2025.