Janney Montgomery Scott
SMAR

Janney Montgomery Scott’s Smartsheet Inc. SMAR Stock Holding History

Janney Montgomery Scott’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
-3,914
Closed -$219K – 2901
2024
Q4 		$219K Sell
3,914
-2,300
-37% -$129K ﹤0.01% 2504
2024
Q3 		$344K Buy
+6,214
New +$301K ﹤0.01% 2207
2024
Q1 		– Sell
-4,527
Closed -$216K – 2848
2023
Q4 		$216K Buy
+4,527
New +$193K ﹤0.01% 2420
2023
Q3 		– Sell
-6,663
Closed -$255K – 2789
2023
Q2 		$255K Sell
6,663
-3,121
-32% -$135K ﹤0.01% 2327
2023
Q1 		$468K Buy
9,784
+3,101
+46% +$135K ﹤0.01% 1771
2022
Q4 		$263K Buy
6,683
+89
+1% +$3.03K ﹤0.01% 2210
2022
Q3 		$227K Hold
6,594
– – ﹤0.01% 2202
2022
Q2 		$207K Hold
6,594
– – ﹤0.01% 2134
2022
Q1 		$361K Sell
6,594
-558
-8% -$31.9K ﹤0.01% 1799
2021
Q4 		$554K Buy
7,152
+264
+4% +$18.4K ﹤0.01% 1653
2021
Q3 		$474K Sell
6,888
-288
-4% -$21.2K ﹤0.01% 1695
2021
Q2 		$519K Buy
7,176
+973
+16% +$60.7K ﹤0.01% 1609
2021
Q1 		$396K Sell
6,203
-82
-1% -$5.74K ﹤0.01% 1691
2020
Q4 		$435K Buy
6,285
+259
+4% +$15.2K ﹤0.01% 1661
2020
Q3 		$298K Buy
6,026
+1,555
+35% +$75.1K ﹤0.01% 1703
2020
Q2 		$228K Buy
+4,471
New +$228K ﹤0.01% 1774

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

Janney Montgomery Scott's SMAR Position: Q1 2025 in Review

Janney Montgomery Scott sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 3,914 shares — an estimated $219K sold.

Janney Montgomery Scott first reported a position in SMAR in Q2 2020 and held it in 16 quarters. The position peaked at $554K in Q4 2021. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Janney Montgomery Scott reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Janney Montgomery Scott sold 3,914 Smartsheet Inc. shares in Q1 2025, an estimated $219K.
  • Janney Montgomery Scott first reported a position in Smartsheet Inc. in Q2 2020 and held it in 16 quarters.
  • Janney Montgomery Scott's Smartsheet Inc. position peaked at $554K in Q4 2021.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Janney Montgomery Scott's 13F filing for Q1 2025, filed 17 Apr 2025.