BJL
SMAR

Brighton Jones LLC’s Smartsheet Inc. SMAR Stock Holding History

Brighton Jones 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
-8,211
Closed -$460K – 754
2024
Q4 		$460K Sell
8,211
-2,088
-20% -$117K 0.01% 418
2024
Q3 		$570K Sell
10,299
-4,009
-28% -$194K 0.02% 298
2024
Q2 		$631K Buy
14,308
+31
+0.2% +$1.24K 0.02% 303
2024
Q1 		$550K Hold
14,277
– – 0.02% 329
2023
Q4 		$683K Sell
14,277
-8,428
-37% -$359K 0.03% 259
2023
Q3 		$919K Sell
22,705
-382
-2% -$15.7K 0.05% 194
2023
Q2 		$883K Sell
23,087
-1,687
-7% -$73K 0.04% 205
2023
Q1 		$1.18M Buy
24,774
+31
+0.1% +$1.35K 0.07% 159
2022
Q4 		$974K Buy
24,743
+196
+0.8% +$6.68K 0.06% 172
2022
Q3 		$843K Buy
24,547
+9,599
+64% +$325K 0.05% 174
2022
Q2 		$470K Buy
14,948
+951
+7% +$39.4K 0.03% 263
2022
Q1 		$767K Buy
13,997
+2,189
+19% +$125K 0.04% 210
2021
Q4 		$915K Buy
11,808
+1,068
+10% +$74.6K 0.04% 187
2021
Q3 		$739K Buy
10,740
+490
+5% +$36K 0.04% 201
2021
Q2 		$741K Hold
10,250
– – 0.04% 199
2021
Q1 		$655K Buy
+10,250
New +$717K 0.04% 200
2018
Q3 		– Sell
-16,943
Closed -$440K – 319
2018
Q2 		$440K Buy
+16,943
New +$403K 0.06% 187

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

Brighton Jones LLC's SMAR Position: Q1 2025 in Review

Brighton Jones LLC sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 8,211 shares — an estimated $460K sold.

Brighton Jones LLC first reported a position in SMAR in Q2 2018 and held it in 17 quarters. The position peaked at $1.18M in Q1 2023. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Brighton Jones LLC reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Brighton Jones LLC sold 8,211 Smartsheet Inc. shares in Q1 2025, an estimated $460K.
  • Brighton Jones LLC first reported a position in Smartsheet Inc. in Q2 2018 and held it in 17 quarters.
  • Brighton Jones LLC's Smartsheet Inc. position peaked at $1.18M in Q1 2023.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Brighton Jones LLC's 13F filing for Q1 2025, filed 17 Apr 2025.