AF
SMAR

Allworth Financial’s Smartsheet Inc. SMAR Stock Holding History

Allworth 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
-37
Closed -$2.09K – 4224
2024
Q4 		$2.09K Buy
37
+17
+85% +$951 ﹤0.01% 3149
2024
Q3 		$1.11K Buy
20
+3
+18% +$145 ﹤0.01% 3185
2024
Q2 		$821 Buy
17
+6
+55% +$239 ﹤0.01% 3236
2024
Q1 		$424 Sell
11
-744
-99% -$32.5K ﹤0.01% 3322
2023
Q4 		$36.1K Buy
755
+726
+2,503% +$30.9K ﹤0.01% 1326
2023
Q3 		$1.17K Sell
29
-46
-61% -$1.89K ﹤0.01% 2789
2023
Q2 		$2.87K Hold
75
– – ﹤0.01% 2337
2023
Q1 		$3.58K Sell
75
-5
-6% -$218 ﹤0.01% 2169
2022
Q4 		$3.15K Buy
80
+49
+158% +$1.67K ﹤0.01% 2068
2022
Q3 		$1K Buy
31
+27
+675% +$915 ﹤0.01% 2573
2022
Q2 		$0 Buy
4
+1
+33% +$41 ﹤0.01% 2896
2022
Q1 		$0 Hold
3
– – ﹤0.01% 2432
2021
Q4 		$0 Sell
3
-150
-98% -$10.5K ﹤0.01% 2157
2021
Q3 		$11K Buy
+153
New +$11.2K ﹤0.01% 1321

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

Allworth Financial's SMAR Position: Q1 2025 in Review

Allworth Financial sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 37 shares — an estimated $2.09K sold.

Allworth Financial first reported a position in SMAR in Q3 2021 and held it in 14 quarters. The position peaked at $36.1K in Q4 2023. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Allworth Financial reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Allworth Financial sold 37 Smartsheet Inc. shares in Q1 2025, an estimated $2.09K.
  • Allworth Financial first reported a position in Smartsheet Inc. in Q3 2021 and held it in 14 quarters.
  • Allworth Financial's Smartsheet Inc. position peaked at $36.1K in Q4 2023.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Allworth Financial's 13F filing for Q1 2025, filed 30 Apr 2025.