HighTower Advisors
SMAR

HighTower Advisors’s Smartsheet Inc. SMAR Stock Holding History

HighTower 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
-50,361
Closed -$2.82M – 4114
2024
Q4 		$2.82M Buy
50,361
+1,105
+2% +$61.8K ﹤0.01% 1328
2024
Q3 		$2.73M Sell
49,256
-2,119
-4% -$103K ﹤0.01% 1326
2024
Q2 		$2.26M Buy
51,375
+379
+0.7% +$15.1K ﹤0.01% 1379
2024
Q1 		$1.96M Sell
50,996
-640
-1% -$27.9K ﹤0.01% 1451
2023
Q4 		$2.47M Sell
51,636
-849
-2% -$36.2K ﹤0.01% 1327
2023
Q3 		$2.12M Sell
52,485
-8,154
-13% -$335K ﹤0.01% 1344
2023
Q2 		$2.32M Buy
60,639
+7,389
+14% +$320K ﹤0.01% 1265
2023
Q1 		$2.54M Sell
53,250
-546
-1% -$23.8K 0.01% 1152
2022
Q4 		$2.12M Buy
53,796
+5,629
+12% +$192K ﹤0.01% 1258
2022
Q3 		$1.66M Sell
48,167
-21,231
-31% -$719K ﹤0.01% 1348
2022
Q2 		$2.18M Sell
69,398
-25,776
-27% -$1.07M 0.01% 1214
2022
Q1 		$5.21M Buy
95,174
+32,298
+51% +$1.84M 0.01% 867
2021
Q4 		$4.87M Sell
62,876
-468
-0.7% -$32.7K 0.01% 921
2021
Q3 		$4.36M Buy
63,344
+59,853
+1,714% +$4.4M 0.01% 882
2021
Q2 		$252K Buy
3,491
+129
+4% +$8.05K ﹤0.01% 2495
2021
Q1 		$216K Buy
+3,362
New +$235K ﹤0.01% 2550
2020
Q4 		– Sell
-1,200
Closed -$59K – 2984
2020
Q3 		$59K Buy
+1,200
New +$57.9K ﹤0.01% 2294

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

HighTower Advisors's SMAR Position: Q1 2025 in Review

HighTower Advisors sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 50,361 shares — an estimated $2.82M sold.

HighTower Advisors first reported a position in SMAR in Q3 2020 and held it in 17 quarters. The position peaked at $5.21M in Q1 2022. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • HighTower Advisors reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • HighTower Advisors sold 50,361 Smartsheet Inc. shares in Q1 2025, an estimated $2.82M.
  • HighTower Advisors first reported a position in Smartsheet Inc. in Q3 2020 and held it in 17 quarters.
  • HighTower Advisors's Smartsheet Inc. position peaked at $5.21M in Q1 2022.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on HighTower Advisors's 13F filing for Q1 2025, filed 13 May 2025.