West Paces Advisors’s Smartsheet Inc. SMAR Stock Holding History

West Paces Advisors’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	-20	Closed	-$1.12K	–	588
2024 Q4	$1.12K	Hold	20	–	–	﹤0.01%	478
2024 Q3	$1.11K	Hold	20	–	–	﹤0.01%	467
2024 Q2	$882	Hold	20	–	–	﹤0.01%	498
2024 Q1	$770	Hold	20	–	–	﹤0.01%	528
2023 Q4	$956	Hold	20	–	–	﹤0.01%	511
2023 Q3	$809	Hold	20	–	–	﹤0.01%	480
2023 Q2	$765	Hold	20	–	–	﹤0.01%	504
2023 Q1	$956	Hold	20	–	–	﹤0.01%	511
2022 Q4	$787	Hold	20	–	–	﹤0.01%	489
2022 Q3	$687	Hold	20	–	–	﹤0.01%	486
2022 Q2	$629	Hold	20	–	–	﹤0.01%	544
2022 Q1	$1.1K	Hold	20	–	–	﹤0.01%	525
2021 Q4	$1.55K	Hold	20	–	–	﹤0.01%	532
2021 Q3	$1.38K	Hold	20	–	–	﹤0.01%	542
2021 Q2	$1.45K	Hold	20	–	–	﹤0.01%	581
2021 Q1	$1.28K	Hold	20	–	–	﹤0.01%	422
2020 Q4	$1.39K	Hold	20	–	–	﹤0.01%	402
2020 Q3	$988	Hold	20	–	–	﹤0.01%	403
2020 Q2	$1.02K	Hold	20	–	–	﹤0.01%	429
2020 Q1	$830	Buy	+20	New	+$908	﹤0.01%	441

Other funds holding SMAR

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

TCWM

Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

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

West Paces Advisors's SMAR Position: Q1 2025 in Review

West Paces Advisors sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 20 shares — an estimated $1.12K sold.

West Paces Advisors first reported a position in SMAR in Q1 2020 and held it in 20 quarters. The position peaked at $1.55K in Q4 2021. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

West Paces Advisors reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
West Paces Advisors sold 20 Smartsheet Inc. shares in Q1 2025, an estimated $1.12K.
West Paces Advisors first reported a position in Smartsheet Inc. in Q1 2020 and held it in 20 quarters.
West Paces Advisors's Smartsheet Inc. position peaked at $1.55K in Q4 2021.
7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on West Paces Advisors's 13F filing for Q1 2025, filed 15 Apr 2025.