FHA
SMAR

Flagship Harbor Advisors’s Smartsheet Inc. SMAR Stock Holding History

Flagship Harbor 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
-7,596
Closed -$426K – 781
2024
Q4 		$426K Buy
7,596
+482
+7% +$27K 0.02% 469
2024
Q3 		$394K Sell
7,114
-2,160
-23% -$105K 0.02% 484
2024
Q2 		$409K Buy
9,274
+800
+9% +$31.9K 0.02% 446
2024
Q1 		$326K Buy
8,474
+3,550
+72% +$155K 0.02% 502
2023
Q4 		$235K Buy
+4,924
New +$210K 0.02% 554
2023
Q2 		– Sell
-5,172
Closed -$247K – 669
2023
Q1 		$247K Sell
5,172
-70
-1% -$3.04K 0.02% 535
2022
Q4 		$206K Buy
+5,242
New +$179K 0.02% 564
2022
Q2 		– Sell
-4,902
Closed -$269K – 656
2022
Q1 		$269K Buy
4,902
+265
+6% +$15.1K 0.03% 513
2021
Q4 		$359K Buy
4,637
+1,567
+51% +$109K 0.03% 454
2021
Q3 		$222K Hold
3,070
– – 0.02% 577
2021
Q2 		$222K Buy
+3,070
New +$192K 0.02% 578
2021
Q1 		– Sell
-2,990
Closed -$207K – 658
2020
Q4 		$207K Hold
2,990
– – 0.03% 531
2020
Q3 		$147K Buy
2,990
+800
+37% +$38.6K 0.02% 544
2020
Q2 		$111K Hold
2,190
– – 0.02% 623
2020
Q1 		$91K Sell
2,190
-600
-22% -$27.2K 0.02% 577
2019
Q4 		$125K Buy
2,790
+2,500
+862% +$103K 0.02% 559
2019
Q3 		$10K Hold
290
– – ﹤0.01% 1302
2019
Q2 		$14K Buy
290
+50
+21% +$2.12K ﹤0.01% 1195
2019
Q1 		$9K Hold
240
– – ﹤0.01% 1344
2018
Q4 		$5K Hold
240
– – ﹤0.01% 1468
2018
Q3 		$7K Hold
240
– – ﹤0.01% 1605
2018
Q2 		$6K Buy
+240
New +$5.71K ﹤0.01% 1608

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 $164B AUM 112.45% 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 $20.6B AUM 34.61% 1-Year Est. Return

Flagship Harbor Advisors's SMAR Position: Q1 2025 in Review

Flagship Harbor Advisors sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 7,596 shares — an estimated $426K sold.

Flagship Harbor Advisors first reported a position in SMAR in Q2 2018 and held it in 22 quarters. The position peaked at $426K in Q4 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Flagship Harbor Advisors reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Flagship Harbor Advisors sold 7,596 Smartsheet Inc. shares in Q1 2025, an estimated $426K.
  • Flagship Harbor Advisors first reported a position in Smartsheet Inc. in Q2 2018 and held it in 22 quarters.
  • Flagship Harbor Advisors's Smartsheet Inc. position peaked at $426K in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Flagship Harbor Advisors's 13F filing for Q1 2025, filed 22 Apr 2025.