FFWA
SMAR

FRG Family Wealth Advisors’s Smartsheet Inc. SMAR Stock Holding History

FRG Family Wealth 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
-6,778
Closed -$380K – 148
2024
Q4 		$380K Hold
6,778
– – 0.07% 113
2024
Q3 		$375K Hold
6,778
– – 0.07% 119
2024
Q2 		$307K Hold
6,778
– – 0.06% 121
2024
Q1 		$256K Hold
6,778
– – 0.05% 128
2023
Q4 		$324K Hold
6,778
– – 0.07% 118
2023
Q3 		$274K Hold
6,778
– – 0.06% 124
2023
Q2 		$259K Hold
6,778
– – 0.06% 122
2023
Q1 		$324K Hold
6,778
– – 0.07% 122
2022
Q4 		$267K Hold
6,778
– – 0.06% 128
2022
Q3 		$233K Hold
6,778
– – 0.06% 128
2022
Q2 		$213K Hold
6,778
– – 0.05% 135
2022
Q1 		$371K Hold
6,778
– – 0.07% 117
2021
Q4 		$525K Hold
6,778
– – 0.1% 104
2021
Q3 		$466K Hold
6,778
– – 0.09% 99
2021
Q2 		$490K Hold
6,778
– – 0.09% 103
2021
Q1 		$433K Buy
6,778
+716
+12% +$50.1K 0.09% 100
2020
Q4 		$420K Hold
6,062
– – 0.09% 97
2020
Q3 		$300K Sell
6,062
-2,000
-25% -$96.6K 0.07% 109
2020
Q2 		$411K Buy
8,062
+1,838
+30% +$93.6K 0.11% 94
2020
Q1 		$258K Hold
6,224
– – 0.08% 99
2019
Q4 		$280K Hold
6,224
– – 0.07% 108
2019
Q3 		$224K Hold
6,224
– – 0.06% 117
2019
Q2 		$301K Buy
+6,224
New +$264K 0.08% 109

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

FRG Family Wealth Advisors's SMAR Position: Q1 2025 in Review

FRG Family Wealth Advisors sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 6,778 shares — an estimated $380K sold.

FRG Family Wealth Advisors first reported a position in SMAR in Q2 2019 and held it in 23 quarters. The position peaked at $525K in Q4 2021. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • FRG Family Wealth Advisors reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • FRG Family Wealth Advisors sold 6,778 Smartsheet Inc. shares in Q1 2025, an estimated $380K.
  • FRG Family Wealth Advisors first reported a position in Smartsheet Inc. in Q2 2019 and held it in 23 quarters.
  • FRG Family Wealth Advisors's Smartsheet Inc. position peaked at $525K in Q4 2021.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on FRG Family Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.