AIM
SMAR

Anchor Investment Management’s Smartsheet Inc. SMAR Stock Holding History

Anchor Investment 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
-500
Closed -$28K – 1060
2024
Q4 		$28K Hold
500
– – ﹤0.01% 659
2024
Q3 		$27.7K Hold
500
– – ﹤0.01% 653
2024
Q2 		$22K Hold
500
– – ﹤0.01% 638
2024
Q1 		$19.3K Hold
500
– – ﹤0.01% 684
2023
Q4 		$23.9K Hold
500
– – ﹤0.01% 627
2023
Q3 		$20.2K Hold
500
– – ﹤0.01% 653
2023
Q2 		$19.1K Hold
500
– – ﹤0.01% 648
2023
Q1 		$23.9K Hold
500
– – ﹤0.01% 646
2022
Q4 		$19.7K Hold
500
– – ﹤0.01% 649
2022
Q3 		$17.2K Sell
500
-2,300
-82% -$77.9K ﹤0.01% 660
2022
Q2 		$88K Hold
2,800
– – 0.01% 469
2022
Q1 		$153K Buy
2,800
+2,650
+1,767% +$151K 0.02% 412
2021
Q4 		$11.6K Buy
+150
New +$10.5K ﹤0.01% 770

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

Anchor Investment Management's SMAR Position: Q1 2025 in Review

Anchor Investment Management sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 500 shares — an estimated $28K sold.

Anchor Investment Management first reported a position in SMAR in Q4 2021 and held it in 13 quarters. The position peaked at $153K in Q1 2022. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Anchor Investment Management reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Anchor Investment Management sold 500 Smartsheet Inc. shares in Q1 2025, an estimated $28K.
  • Anchor Investment Management first reported a position in Smartsheet Inc. in Q4 2021 and held it in 13 quarters.
  • Anchor Investment Management's Smartsheet Inc. position peaked at $153K in Q1 2022.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Anchor Investment Management's 13F filing for Q1 2025, filed 20 May 2025.