AFGAS
SMAR

Allegiance Financial Group Advisory Services’s Smartsheet Inc. SMAR Stock Holding History

Allegiance Financial Group Advisory Services’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
-6,193
Closed -$347K – 161
2024
Q4 		$347K Buy
+6,193
New +$347K 0.11% 64

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

Allegiance Financial Group Advisory Services's SMAR Position: Q1 2025 in Review

Allegiance Financial Group Advisory Services sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 6,193 shares — an estimated $347K sold.

Allegiance Financial Group Advisory Services first reported a position in SMAR in Q4 2024 and held it in 1 quarter. The position peaked at $347K in Q4 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Allegiance Financial Group Advisory Services reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Allegiance Financial Group Advisory Services sold 6,193 Smartsheet Inc. shares in Q1 2025, an estimated $347K.
  • Allegiance Financial Group Advisory Services first reported a position in Smartsheet Inc. in Q4 2024 and held it in 1 quarter.
  • Allegiance Financial Group Advisory Services's Smartsheet Inc. position peaked at $347K in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Allegiance Financial Group Advisory Services's 13F filing for Q1 2025, filed 5 May 2025.