AAP
SMAR

Arax Advisory Partners’s Smartsheet Inc. SMAR Stock Holding History

Arax Advisory Partners’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
-2,474
Closed -$139K – 3119
2024
Q4 		$139K Sell
2,474
-1
-0% -$56 0.01% 581
2024
Q3 		$137K Buy
2,475
+304
+14% +$14.7K 0.01% 426
2024
Q2 		$95.7K Buy
2,171
+2,017
+1,310% +$80.4K 0.01% 480
2024
Q1 		$5.93K Hold
154
– – ﹤0.01% 871
2023
Q4 		$7.37K Hold
154
– – ﹤0.01% 808
2023
Q3 		$6.23K Hold
154
– – ﹤0.01% 831
2023
Q2 		$5.89K Hold
154
– – ﹤0.01% 834
2023
Q1 		$7.36K Hold
154
– – ﹤0.01% 751
2022
Q4 		$6.06K Hold
154
– – ﹤0.01% 739
2022
Q3 		$5K Hold
154
– – ﹤0.01% 831
2022
Q2 		$5K Sell
154
-1,642
-91% -$68K ﹤0.01% 805
2022
Q1 		$98K Sell
1,796
-4
-0.2% -$228 0.01% 340
2021
Q4 		$139K Sell
1,800
-176
-9% -$12.3K 0.02% 290
2021
Q3 		$136K Buy
1,976
+864
+78% +$63.5K 0.02% 279
2021
Q2 		$80K Buy
+1,112
New +$69.4K 0.01% 386

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 $164B AUM 112.45% 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 $20.6B AUM 34.61% 1-Year Est. Return

Arax Advisory Partners's SMAR Position: Q1 2025 in Review

Arax Advisory Partners sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 2,474 shares — an estimated $139K sold.

Arax Advisory Partners first reported a position in SMAR in Q2 2021 and held it in 15 quarters. The position peaked at $139K in Q4 2021. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Arax Advisory Partners reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Arax Advisory Partners sold 2,474 Smartsheet Inc. shares in Q1 2025, an estimated $139K.
  • Arax Advisory Partners first reported a position in Smartsheet Inc. in Q2 2021 and held it in 15 quarters.
  • Arax Advisory Partners's Smartsheet Inc. position peaked at $139K in Q4 2021.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Arax Advisory Partners's 13F filing for Q1 2025, filed 15 May 2025.