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 $4.82B AUM 20.19% 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 $426M AUM 23.62% 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 $484M AUM 15.17% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return