CF
SMAR

Corebridge Financial’s Smartsheet Inc. SMAR Stock Holding History

Corebridge Financial’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
-2,499
Closed -$140K – 3039
2024
Q4 		$140K Sell
2,499
-69
-3% -$3.86K ﹤0.01% 2381
2024
Q3 		$142K Buy
2,568
+46
+2% +$2.23K ﹤0.01% 2418
2024
Q2 		$111K Buy
+2,522
New +$101K ﹤0.01% 2533

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

Corebridge Financial's SMAR Position: Q1 2025 in Review

Corebridge Financial sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 2,499 shares — an estimated $140K sold.

Corebridge Financial first reported a position in SMAR in Q2 2024 and held it in 3 quarters. The position peaked at $142K in Q3 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Corebridge Financial reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Corebridge Financial sold 2,499 Smartsheet Inc. shares in Q1 2025, an estimated $140K.
  • Corebridge Financial first reported a position in Smartsheet Inc. in Q2 2024 and held it in 3 quarters.
  • Corebridge Financial's Smartsheet Inc. position peaked at $142K in Q3 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Corebridge Financial's 13F filing for Q1 2025, filed 14 May 2025.