IFWM
SMAR

Institute for Wealth Management’s Smartsheet Inc. SMAR Stock Holding History

Institute for Wealth Management’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
-4,396
Closed -$246K – 553
2024
Q4 		$246K Sell
4,396
-25
-0.6% -$1.4K 0.03% 445
2024
Q3 		$245K Buy
+4,421
New +$214K 0.03% 471
2024
Q1 		– Sell
-4,396
Closed -$210K – 529
2023
Q4 		$210K Buy
+4,396
New +$187K 0.03% 450
2023
Q2 		– Sell
-4,396
Closed -$210K – 472
2023
Q1 		$210K Buy
+4,396
New +$191K 0.04% 420
2022
Q2 		– Sell
-4,396
Closed -$241K – 564
2022
Q1 		$241K Hold
4,396
– – 0.04% 479
2021
Q4 		$340K Hold
4,396
– – 0.06% 351
2021
Q3 		$303K Hold
4,396
– – 0.05% 374
2021
Q2 		$318K Buy
4,396
+559
+15% +$34.9K 0.06% 357
2021
Q1 		$245K Sell
3,837
-869
-18% -$60.8K 0.05% 403
2020
Q4 		$326K Buy
4,706
+100
+2% +$5.86K 0.06% 333
2020
Q3 		$228K Buy
+4,606
New +$222K 0.05% 379
2020
Q1 		– Sell
-8,623
Closed -$387K – 695
2019
Q4 		$387K Buy
+8,623
New +$357K 0.09% 297
2019
Q3 		– Sell
-27,970
Closed -$1.35M – 478
2019
Q2 		$1.35M Buy
27,970
+15,655
+127% +$665K 0.3% 84
2019
Q1 		$502K Hold
12,315
– – 0.11% 243
2018
Q4 		$306K Buy
+12,315
New +$306K 0.13% 195

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

Institute for Wealth Management's SMAR Position: Q1 2025 in Review

Institute for Wealth Management sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 4,396 shares — an estimated $246K sold.

Institute for Wealth Management first reported a position in SMAR in Q4 2018 and held it in 15 quarters. The position peaked at $1.35M in Q2 2019. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Institute for Wealth Management reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Institute for Wealth Management sold 4,396 Smartsheet Inc. shares in Q1 2025, an estimated $246K.
  • Institute for Wealth Management first reported a position in Smartsheet Inc. in Q4 2018 and held it in 15 quarters.
  • Institute for Wealth Management's Smartsheet Inc. position peaked at $1.35M in Q2 2019.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Institute for Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.