BWL
SMAR

Bogart Wealth LLC’s Smartsheet Inc. SMAR Stock Holding History

Bogart Wealth LLC’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
-34
Closed -$1.91K – 1531
2024
Q4 		$1.91K Hold
34
– – ﹤0.01% 1103
2024
Q3 		$1.88K Hold
34
– – ﹤0.01% 973
2024
Q2 		$1.5K Hold
34
– – ﹤0.01% 970
2024
Q1 		$1.31K Hold
34
– – ﹤0.01% 953
2023
Q4 		$1.63K Hold
34
– – ﹤0.01% 915
2023
Q3 		$1.38K Hold
34
– – ﹤0.01% 929
2023
Q2 		$1.3K Hold
34
– – ﹤0.01% 930
2023
Q1 		$1.63K Buy
+34
New +$1.48K ﹤0.01% 937
2022
Q4 		– Sell
-20
Closed -$1K – 1217
2022
Q3 		$1K Buy
+20
New +$678 ﹤0.01% 966

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

Bogart Wealth LLC's SMAR Position: Q1 2025 in Review

Bogart Wealth LLC sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 34 shares — an estimated $1.91K sold.

Bogart Wealth LLC first reported a position in SMAR in Q3 2022 and held it in 9 quarters. The position peaked at $1.91K in Q4 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Bogart Wealth LLC reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Bogart Wealth LLC sold 34 Smartsheet Inc. shares in Q1 2025, an estimated $1.91K.
  • Bogart Wealth LLC first reported a position in Smartsheet Inc. in Q3 2022 and held it in 9 quarters.
  • Bogart Wealth LLC's Smartsheet Inc. position peaked at $1.91K in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Bogart Wealth LLC's 13F filing for Q1 2025, filed 2 May 2025.