AWM
SMAR

Abound Wealth Management’s Smartsheet Inc. SMAR Stock Holding History

Abound Wealth Management’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
-234
Closed -$13.1K – 1339
2024
Q4 		$13.1K Hold
234
– – ﹤0.01% 347
2024
Q3 		$13K Hold
234
– – ﹤0.01% 372
2024
Q2 		$10.3K Hold
234
– – ﹤0.01% 366
2024
Q1 		$9.01K Hold
234
– – ﹤0.01% 395
2023
Q4 		$11.2K Hold
234
– – ﹤0.01% 349
2023
Q3 		$9.47K Sell
234
-13
-5% -$533 ﹤0.01% 336
2023
Q2 		$9.45K Buy
247
+13
+6% +$562 ﹤0.01% 346
2023
Q1 		$11.2K Hold
234
– – 0.01% 276
2022
Q4 		$9.21K Hold
234
– – ﹤0.01% 270
2022
Q3 		$8.04K Buy
+234
New +$7.93K ﹤0.01% 300

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

Abound Wealth Management's SMAR Position: Q1 2025 in Review

Abound Wealth Management sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 234 shares — an estimated $13.1K sold.

Abound Wealth Management first reported a position in SMAR in Q3 2022 and held it in 10 quarters. The position peaked at $13.1K in Q4 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Abound Wealth Management reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Abound Wealth Management sold 234 Smartsheet Inc. shares in Q1 2025, an estimated $13.1K.
  • Abound Wealth Management first reported a position in Smartsheet Inc. in Q3 2022 and held it in 10 quarters.
  • Abound Wealth Management's Smartsheet Inc. position peaked at $13.1K in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Abound Wealth Management's 13F filing for Q1 2025, filed 17 Apr 2025.