AAM
SMAR

Advisors Asset Management’s Smartsheet Inc. SMAR Stock Holding History

Advisors Asset 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
-1,994
Closed -$112K – 1555
2024
Q4 		$112K Sell
1,994
-82
-4% -$4.59K ﹤0.01% 1206
2024
Q3 		$115K Buy
2,076
+34
+2% +$1.65K ﹤0.01% 1202
2024
Q2 		$90K Buy
2,042
+220
+12% +$8.77K ﹤0.01% 1213
2024
Q1 		$70.1K Buy
1,822
+360
+25% +$15.7K ﹤0.01% 1251
2023
Q4 		$69.9K Sell
1,462
-75
-5% -$3.2K ﹤0.01% 1237
2023
Q3 		$62.2K Buy
1,537
+208
+16% +$8.54K ﹤0.01% 1253
2023
Q2 		$50.8K Sell
1,329
-329
-20% -$14.2K ﹤0.01% 1276
2023
Q1 		$79.3K Sell
1,658
-1,324
-44% -$57.6K ﹤0.01% 1248
2022
Q4 		$117K Sell
2,982
-577
-16% -$19.7K ﹤0.01% 1220
2022
Q3 		$122K Buy
3,559
+116
+3% +$3.93K ﹤0.01% 1229
2022
Q2 		$108K Buy
3,443
+231
+7% +$9.57K ﹤0.01% 1278
2022
Q1 		$176K Buy
3,212
+903
+39% +$51.6K ﹤0.01% 1259
2021
Q4 		$179K Buy
2,309
+1,681
+268% +$117K ﹤0.01% 1258
2021
Q3 		$43K Buy
+628
New +$46.2K ﹤0.01% 1397

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 $537M AUM 18.24% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Advisors Asset Management's SMAR Position: Q1 2025 in Review

Advisors Asset Management sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 1,994 shares — an estimated $112K sold.

Advisors Asset Management first reported a position in SMAR in Q3 2021 and held it in 14 quarters. The position peaked at $179K in Q4 2021. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Advisors Asset Management reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Advisors Asset Management sold 1,994 Smartsheet Inc. shares in Q1 2025, an estimated $112K.
  • Advisors Asset Management first reported a position in Smartsheet Inc. in Q3 2021 and held it in 14 quarters.
  • Advisors Asset Management's Smartsheet Inc. position peaked at $179K in Q4 2021.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Advisors Asset Management's 13F filing for Q1 2025, filed 15 May 2025.