Focus Partners Wealth
SMAR

Focus Partners Wealth’s Smartsheet Inc. SMAR Stock Holding History

Focus Partners Wealth’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
-18,926
Closed -$1.06M – 2062
2024
Q4 		$1.06M Buy
18,926
+8,051
+74% +$451K ﹤0.01% 1039
2024
Q3 		$602K Buy
+10,875
New +$527K ﹤0.01% 1090

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

Focus Partners Wealth's SMAR Position: Q1 2025 in Review

Focus Partners Wealth sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 18,926 shares — an estimated $1.06M sold.

Focus Partners Wealth first reported a position in SMAR in Q3 2024 and held it in 2 quarters. The position peaked at $1.06M in Q4 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Focus Partners Wealth reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Focus Partners Wealth sold 18,926 Smartsheet Inc. shares in Q1 2025, an estimated $1.06M.
  • Focus Partners Wealth first reported a position in Smartsheet Inc. in Q3 2024 and held it in 2 quarters.
  • Focus Partners Wealth's Smartsheet Inc. position peaked at $1.06M in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Focus Partners Wealth's 13F filing for Q1 2025, filed 15 May 2025.