JSL
SMAR

JT Stratford LLC’s Smartsheet Inc. SMAR Stock Holding History

JT Stratford LLC’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
-4,162
Closed -$233K – 338
2024
Q4 		$233K Buy
+4,162
New +$233K 0.04% 273
2024
Q3 		– Sell
-4,779
Closed -$211K – 317
2024
Q2 		$211K Buy
+4,779
New +$190K 0.04% 257

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 $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

JT Stratford LLC's SMAR Position: Q1 2025 in Review

JT Stratford LLC sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 4,162 shares — an estimated $233K sold.

JT Stratford LLC first reported a position in SMAR in Q2 2024 and held it in 2 quarters. The position peaked at $233K in Q4 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • JT Stratford LLC reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • JT Stratford LLC sold 4,162 Smartsheet Inc. shares in Q1 2025, an estimated $233K.
  • JT Stratford LLC first reported a position in Smartsheet Inc. in Q2 2024 and held it in 2 quarters.
  • JT Stratford LLC's Smartsheet Inc. position peaked at $233K in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on JT Stratford LLC's 13F filing for Q1 2025, filed 14 May 2025.