Hager Investment Management Services’s Smartsheet Inc. SMAR Stock Holding History

Hager Investment Management Services’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	-100	Closed	-$5.6K	–	320
2024 Q4	$5.6K	Buy	+100	New	+$5.6K	﹤0.01%	233

Other funds holding SMAR

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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 New York $133B AUM 72.99% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

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

Hager Investment Management Services's SMAR Position: Q1 2025 in Review

Hager Investment Management Services sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 100 shares — an estimated $5.6K sold.

Hager Investment Management Services first reported a position in SMAR in Q4 2024 and held it in 1 quarter. The position peaked at $5.6K in Q4 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

Hager Investment Management Services reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
Hager Investment Management Services sold 100 Smartsheet Inc. shares in Q1 2025, an estimated $5.6K.
Hager Investment Management Services first reported a position in Smartsheet Inc. in Q4 2024 and held it in 1 quarter.
Hager Investment Management Services's Smartsheet Inc. position peaked at $5.6K in Q4 2024.
7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Hager Investment Management Services's 13F filing for Q1 2025, filed 2 May 2025.