Brown Advisory
SMAR

Brown Advisory’s Smartsheet Inc. SMAR Stock Holding History

Brown Advisory’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
-9,613
Closed -$539K – 1439
2024
Q4 		$539K Buy
+9,613
New +$538K ﹤0.01% 991

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

Brown Advisory's SMAR Position: Q1 2025 in Review

Brown Advisory sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 9,613 shares — an estimated $539K sold.

Brown Advisory first reported a position in SMAR in Q4 2024 and held it in 1 quarter. The position peaked at $539K in Q4 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Brown Advisory reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Brown Advisory sold 9,613 Smartsheet Inc. shares in Q1 2025, an estimated $539K.
  • Brown Advisory first reported a position in Smartsheet Inc. in Q4 2024 and held it in 1 quarter.
  • Brown Advisory's Smartsheet Inc. position peaked at $539K in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Brown Advisory's 13F filing for Q1 2025, filed 30 Apr 2025.