Jones Financial Companies
SMAR

Jones Financial Companies’s Smartsheet Inc. SMAR Stock Holding History

Jones Financial Companies’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
-4,996
Closed -$280K – 3900
2024
Q4 		$280K Buy
4,996
+59
+1% +$3.3K ﹤0.01% 1200
2024
Q3 		$273K Buy
4,937
+2,174
+79% +$105K ﹤0.01% 1035
2024
Q2 		$122K Buy
+2,763
New +$110K ﹤0.01% 985

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

Jones Financial Companies's SMAR Position: Q1 2025 in Review

Jones Financial Companies sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 4,996 shares — an estimated $280K sold.

Jones Financial Companies first reported a position in SMAR in Q2 2024 and held it in 3 quarters. The position peaked at $280K in Q4 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Jones Financial Companies reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Jones Financial Companies sold 4,996 Smartsheet Inc. shares in Q1 2025, an estimated $280K.
  • Jones Financial Companies first reported a position in Smartsheet Inc. in Q2 2024 and held it in 3 quarters.
  • Jones Financial Companies's Smartsheet Inc. position peaked at $280K in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Jones Financial Companies's 13F filing for Q1 2025, filed 16 May 2025.