FFA
SMAR

Farther Finance Advisors’s Smartsheet Inc. SMAR Stock Holding History

Farther Finance Advisors’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
-274
Closed -$15.4K – 4462
2024
Q4 		$15.4K Sell
274
-447
-62% -$25K ﹤0.01% 2199
2024
Q3 		$39.9K Buy
721
+398
+123% +$19.3K ﹤0.01% 1770
2024
Q2 		$14.4K Buy
323
+280
+651% +$11.2K ﹤0.01% 1917
2024
Q1 		$1.65K Sell
43
-10
-19% -$436 ﹤0.01% 2567
2023
Q4 		$2.53K Buy
+53
New +$2.26K ﹤0.01% 2331

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

Farther Finance Advisors's SMAR Position: Q1 2025 in Review

Farther Finance Advisors sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 274 shares — an estimated $15.4K sold.

Farther Finance Advisors first reported a position in SMAR in Q4 2023 and held it in 5 quarters. The position peaked at $39.9K in Q3 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Farther Finance Advisors reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Farther Finance Advisors sold 274 Smartsheet Inc. shares in Q1 2025, an estimated $15.4K.
  • Farther Finance Advisors first reported a position in Smartsheet Inc. in Q4 2023 and held it in 5 quarters.
  • Farther Finance Advisors's Smartsheet Inc. position peaked at $39.9K in Q3 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Farther Finance Advisors's 13F filing for Q1 2025, filed 14 Apr 2025.