AFA
SMAR

Abacus FCF Advisors’s Smartsheet Inc. SMAR Stock Holding History

Abacus FCF 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
-15,646
Closed -$877K – 154
2024
Q4 		$877K Buy
+15,646
New +$876K 0.12% 157

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 $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
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
AW
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

Abacus FCF Advisors's SMAR Position: Q1 2025 in Review

Abacus FCF Advisors sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 15,646 shares — an estimated $877K sold.

Abacus FCF Advisors first reported a position in SMAR in Q4 2024 and held it in 1 quarter. The position peaked at $877K in Q4 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Abacus FCF Advisors reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Abacus FCF Advisors sold 15,646 Smartsheet Inc. shares in Q1 2025, an estimated $877K.
  • Abacus FCF Advisors first reported a position in Smartsheet Inc. in Q4 2024 and held it in 1 quarter.
  • Abacus FCF Advisors's Smartsheet Inc. position peaked at $877K in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

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