BIA
SMAR

Bell Investment Advisors’s Smartsheet Inc. SMAR Stock Holding History

Bell Investment Advisors’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
-14
Closed -$785 – 1965
2024
Q4 		$785 Sell
14
-12
-46% -$671 ﹤0.01% 1657
2024
Q3 		$1.44K Hold
26
– – ﹤0.01% 1468
2024
Q2 		$1.15K Hold
26
– – ﹤0.01% 1572
2024
Q1 		$1K Hold
26
– – ﹤0.01% 1602
2023
Q4 		$1.24K Sell
26
-13
-33% -$554 ﹤0.01% 1516
2023
Q3 		$1.58K Buy
39
+15
+63% +$616 ﹤0.01% 1389
2023
Q2 		$919 Sell
24
-36
-60% -$1.56K ﹤0.01% 1617
2023
Q1 		$2.87K Buy
60
+34
+131% +$1.48K ﹤0.01% 1066
2022
Q4 		$1.02K Sell
26
-4
-13% -$136 ﹤0.01% 1581
2022
Q3 		$1K Sell
30
-120
-80% -$4.07K ﹤0.01% 1654
2022
Q2 		$5K Buy
+150
New +$6.22K ﹤0.01% 754
2021
Q4 		$2K Hold
25
– – ﹤0.01% 1271
2021
Q3 		$2K Buy
+25
New +$1.84K ﹤0.01% 1200

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

Bell Investment Advisors's SMAR Position: Q1 2025 in Review

Bell Investment Advisors sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 14 shares — an estimated $785 sold.

Bell Investment Advisors first reported a position in SMAR in Q3 2021 and held it in 13 quarters. The position peaked at $5K in Q2 2022. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Bell Investment Advisors reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Bell Investment Advisors sold 14 Smartsheet Inc. shares in Q1 2025, an estimated $785.
  • Bell Investment Advisors first reported a position in Smartsheet Inc. in Q3 2021 and held it in 13 quarters.
  • Bell Investment Advisors's Smartsheet Inc. position peaked at $5K in Q2 2022.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Bell Investment Advisors's 13F filing for Q1 2025, filed 16 May 2025.