HIIFS
SMAR

Harel Insurance Investments & Financial Services’s Smartsheet Inc. SMAR Stock Holding History

Harel Insurance Investments & Financial 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
-82
Closed -$5K – 565
2024
Q4 		$5K Sell
82
-14
-15% -$783 ﹤0.01% 456
2024
Q3 		$5K Sell
96
-10,669
-99% -$517K ﹤0.01% 480
2024
Q2 		$469K Buy
10,765
+10,606
+6,670% +$423K 0.01% 183
2024
Q1 		$6K Buy
159
+2
+1% +$87 ﹤0.01% 511
2023
Q4 		$8K Sell
157
-118
-43% -$5.03K ﹤0.01% 560
2023
Q3 		$11K Sell
275
-26
-9% -$1.07K ﹤0.01% 590
2023
Q2 		$12K Sell
301
-18
-6% -$778 ﹤0.01% 609
2023
Q1 		$15K Sell
319
-100
-24% -$4.35K ﹤0.01% 600
2022
Q4 		$16K Buy
+419
New +$14.3K ﹤0.01% 585
2020
Q2 		– Sell
-1,000
Closed -$42K – 601
2020
Q1 		$42K Buy
+1,000
New +$45.4K ﹤0.01% 285

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

Harel Insurance Investments & Financial Services's SMAR Position: Q1 2025 in Review

Harel Insurance Investments & Financial Services sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 82 shares — an estimated $5K sold.

Harel Insurance Investments & Financial Services first reported a position in SMAR in Q1 2020 and held it in 10 quarters. The position peaked at $469K in Q2 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Harel Insurance Investments & Financial Services reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 82 Smartsheet Inc. shares in Q1 2025, an estimated $5K.
  • Harel Insurance Investments & Financial Services first reported a position in Smartsheet Inc. in Q1 2020 and held it in 10 quarters.
  • Harel Insurance Investments & Financial Services's Smartsheet Inc. position peaked at $469K in Q2 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q1 2025, filed 29 Apr 2025.