Asset Management One
SMAR

Asset Management One’s Smartsheet Inc. SMAR Stock Holding History

Asset Management One’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
-698
Closed -$39.1K – 1000
2024
Q4 		$39.1K Hold
698
– – ﹤0.01% 942
2024
Q3 		$38.6K Sell
698
-2,883
-81% -$140K ﹤0.01% 944
2024
Q2 		$158K Buy
3,581
+3,058
+585% +$122K ﹤0.01% 882
2024
Q1 		$20.1K Buy
+523
New +$22.8K ﹤0.01% 966
2023
Q4 		– Sell
-1,077
Closed -$43.6K – 1024
2023
Q3 		$43.6K Sell
1,077
-981
-48% -$40.3K ﹤0.01% 972
2023
Q2 		$78.7K Buy
+2,058
New +$89K ﹤0.01% 948
2022
Q4 		– Sell
-17,764
Closed -$610K – 1047
2022
Q3 		$610K Buy
17,764
+17,364
+4,341% +$588K ﹤0.01% 870
2022
Q2 		$12K Buy
400
+100
+33% +$4.14K ﹤0.01% 1012
2022
Q1 		$16K Buy
300
+100
+50% +$5.71K ﹤0.01% 1026
2021
Q4 		$15K Sell
200
-100
-33% -$6.99K ﹤0.01% 1038
2021
Q3 		$20K Sell
300
-100
-25% -$7.35K ﹤0.01% 1031
2021
Q2 		$28K Buy
+400
New +$25K ﹤0.01% 1034

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

Asset Management One's SMAR Position: Q1 2025 in Review

Asset Management One sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 698 shares — an estimated $39.1K sold.

Asset Management One first reported a position in SMAR in Q2 2021 and held it in 12 quarters. The position peaked at $610K in Q3 2022. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Asset Management One reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Asset Management One sold 698 Smartsheet Inc. shares in Q1 2025, an estimated $39.1K.
  • Asset Management One first reported a position in Smartsheet Inc. in Q2 2021 and held it in 12 quarters.
  • Asset Management One's Smartsheet Inc. position peaked at $610K in Q3 2022.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Asset Management One's 13F filing for Q1 2025, filed 23 Apr 2025.