AF
SMAR

Advisornet Financial’s Smartsheet Inc. SMAR Stock Holding History

Advisornet 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
2025
Q1 		– Sell
-5,444
Closed -$305K – 2263
2024
Q4 		$305K Sell
5,444
-24
-0.4% -$1.34K 0.03% 412
2024
Q3 		$303K Hold
5,468
– – 0.02% 437
2024
Q2 		$241K Buy
5,468
+25
+0.5% +$997 0.02% 439
2024
Q1 		$210K Hold
5,443
– – 0.02% 460
2023
Q4 		$260K Hold
5,443
– – 0.02% 425
2023
Q3 		$220K Hold
5,443
– – 0.02% 440
2023
Q2 		$208K Hold
5,443
– – 0.02% 468
2023
Q1 		$260K Hold
5,443
– – 0.02% 421
2022
Q4 		$214K Sell
5,443
-5
-0.1% -$170 0.02% 459
2022
Q3 		$187K Buy
+5,448
New +$185K 0.02% 511
2019
Q4 		– Sell
-100
Closed -$4K – 2013
2019
Q3 		$4K Buy
+100
New +$4.76K ﹤0.01% 1612

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

Advisornet Financial's SMAR Position: Q1 2025 in Review

Advisornet Financial sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 5,444 shares — an estimated $305K sold.

Advisornet Financial first reported a position in SMAR in Q3 2019 and held it in 11 quarters. The position peaked at $305K in Q4 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Advisornet Financial reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Advisornet Financial sold 5,444 Smartsheet Inc. shares in Q1 2025, an estimated $305K.
  • Advisornet Financial first reported a position in Smartsheet Inc. in Q3 2019 and held it in 11 quarters.
  • Advisornet Financial's Smartsheet Inc. position peaked at $305K in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Advisornet Financial's 13F filing for Q1 2025, filed 7 Apr 2025.