Cetera Investment Advisers
SMAR

Cetera Investment Advisers’s Smartsheet Inc. SMAR Stock Holding History

Cetera Investment Advisers’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
-14,435
Closed -$809K – 4102
2024
Q4 		$809K Buy
14,435
+1,241
+9% +$69.4K ﹤0.01% 2313
2024
Q3 		$730K Sell
13,194
-5,241
-28% -$254K ﹤0.01% 2346
2024
Q2 		$813K Buy
18,435
+10,537
+133% +$420K ﹤0.01% 2233
2024
Q1 		$304K Buy
+7,898
New +$345K ﹤0.01% 3027

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

Cetera Investment Advisers's SMAR Position: Q1 2025 in Review

Cetera Investment Advisers sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 14,435 shares — an estimated $809K sold.

Cetera Investment Advisers first reported a position in SMAR in Q1 2024 and held it in 4 quarters. The position peaked at $813K in Q2 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Cetera Investment Advisers reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Cetera Investment Advisers sold 14,435 Smartsheet Inc. shares in Q1 2025, an estimated $809K.
  • Cetera Investment Advisers first reported a position in Smartsheet Inc. in Q1 2024 and held it in 4 quarters.
  • Cetera Investment Advisers's Smartsheet Inc. position peaked at $813K in Q2 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Cetera Investment Advisers's 13F filing for Q1 2025, filed 6 May 2025.