FWIA
SMAR

Fort Washington Investment Advisors’s Smartsheet Inc. SMAR Stock Holding History

Fort Washington Investment 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
2024
Q4 		– Sell
-19,895
Closed -$1.1M – 418
2024
Q3 		$1.1M Sell
19,895
-23,037
-54% -$1.12M 0.01% 277
2024
Q2 		$1.89M Hold
42,932
– – 0.01% 257
2024
Q1 		$1.65M Sell
42,932
-360
-0.8% -$15.7K 0.01% 267
2023
Q4 		$2.07M Hold
43,292
– – 0.01% 246
2023
Q3 		$1.75M Hold
43,292
– – 0.01% 241
2023
Q2 		$1.66M Hold
43,292
– – 0.01% 243
2023
Q1 		$2.07M Hold
43,292
– – 0.02% 237
2022
Q4 		$1.7M Sell
43,292
-9,681
-18% -$330K 0.01% 245
2022
Q3 		$1.82M Sell
52,973
-6,490
-11% -$220K 0.02% 247
2022
Q2 		$1.87M Sell
59,463
-619,303
-91% -$25.7M 0.01% 244
2022
Q1 		$37.2M Buy
678,766
+101,931
+18% +$5.82M 0.24% 107
2021
Q4 		$44.7M Buy
576,835
+114,907
+25% +$8.03M 0.27% 97
2021
Q3 		$31.8M Sell
461,928
-12,611
-3% -$927K 0.2% 111
2021
Q2 		$34.3M Buy
+474,539
New +$29.6M 0.3% 60

Other funds holding SMAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
VEPM
Vista Equity Partners Management San Francisco, California $42.7M AUM 16.65% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Fort Washington Investment Advisors's SMAR Position: Q4 2024 in Review

Fort Washington Investment Advisors sold out of Smartsheet Inc. (SMAR) in Q4 2024, closing a stake of 19,895 shares — an estimated $1.1M sold.

Fort Washington Investment Advisors first reported a position in SMAR in Q2 2021 and held it in 14 quarters. The position peaked at $44.7M in Q4 2021. 367 funds tracked by Wall St. Rank hold SMAR as of Q4 2024.

  • Fort Washington Investment Advisors reported no remaining Smartsheet Inc. position as of Q4 2024 after selling out during the quarter.
  • Fort Washington Investment Advisors sold 19,895 Smartsheet Inc. shares in Q4 2024, an estimated $1.1M.
  • Fort Washington Investment Advisors first reported a position in Smartsheet Inc. in Q2 2021 and held it in 14 quarters.
  • Fort Washington Investment Advisors's Smartsheet Inc. position peaked at $44.7M in Q4 2021.
  • 367 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q4 2024.

Based on Fort Washington Investment Advisors's 13F filing for Q4 2024, filed 17 Jan 2025.