GF
SMAR

Gries Financial’s Smartsheet Inc. SMAR Stock Holding History

Gries Financial’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
-6,013
Closed -$337K – 314
2024
Q4 		$337K Buy
6,013
+855
+17% +$47.8K 0.06% 202
2024
Q3 		$286K Buy
5,158
+171
+3% +$8.29K 0.05% 209
2024
Q2 		$220K Buy
+4,987
New +$199K 0.05% 221

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

Gries Financial's SMAR Position: Q1 2025 in Review

Gries Financial sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 6,013 shares — an estimated $337K sold.

Gries Financial first reported a position in SMAR in Q2 2024 and held it in 3 quarters. The position peaked at $337K in Q4 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Gries Financial reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Gries Financial sold 6,013 Smartsheet Inc. shares in Q1 2025, an estimated $337K.
  • Gries Financial first reported a position in Smartsheet Inc. in Q2 2024 and held it in 3 quarters.
  • Gries Financial's Smartsheet Inc. position peaked at $337K in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Gries Financial's 13F filing for Q1 2025, filed 5 May 2025.