FHA
SMAR

First Horizon Advisors’s Smartsheet Inc. SMAR Stock Holding History

First Horizon 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
-156
Closed -$8.74K – 2412
2024
Q4 		$8.74K Sell
156
-966
-86% -$54.1K ﹤0.01% 1648
2024
Q3 		$62.1K Buy
1,122
+228
+26% +$11.1K ﹤0.01% 891
2024
Q2 		$39.4K Buy
894
+244
+38% +$9.73K ﹤0.01% 1015
2024
Q1 		$25K Buy
650
+48
+8% +$2.09K ﹤0.01% 1255
2023
Q4 		$28.8K Buy
602
+206
+52% +$8.78K ﹤0.01% 1177
2023
Q3 		$16K Hold
396
– – ﹤0.01% 1325
2023
Q2 		$15.2K Buy
396
+23
+6% +$995 ﹤0.01% 1373
2023
Q1 		$17.8K Sell
373
-11
-3% -$479 ﹤0.01% 1302
2022
Q4 		$15.1K Buy
384
+59
+18% +$2.01K ﹤0.01% 1371
2022
Q3 		$11K Sell
325
-128
-28% -$4.34K ﹤0.01% 1496
2022
Q2 		$13K Buy
453
+426
+1,578% +$17.7K ﹤0.01% 1490
2022
Q1 		$1K Sell
27
-33
-55% -$1.89K ﹤0.01% 1674
2021
Q4 		$4K Buy
60
+6
+11% +$419 ﹤0.01% 1837
2021
Q3 		$3K Buy
+54
New +$3.97K ﹤0.01% 1919

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

First Horizon Advisors's SMAR Position: Q1 2025 in Review

First Horizon Advisors sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 156 shares — an estimated $8.74K sold.

First Horizon Advisors first reported a position in SMAR in Q3 2021 and held it in 14 quarters. The position peaked at $62.1K in Q3 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • First Horizon Advisors reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • First Horizon Advisors sold 156 Smartsheet Inc. shares in Q1 2025, an estimated $8.74K.
  • First Horizon Advisors first reported a position in Smartsheet Inc. in Q3 2021 and held it in 14 quarters.
  • First Horizon Advisors's Smartsheet Inc. position peaked at $62.1K in Q3 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on First Horizon Advisors's 13F filing for Q1 2025, filed 28 Apr 2025.