Mercer Global Advisors
SMAR

Mercer Global Advisors’s Smartsheet Inc. SMAR Stock Holding History

Mercer Global 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
-6,691
Closed -$375K – 2283
2024
Q4 		$375K Buy
+6,691
New +$374K ﹤0.01% 1609
2024
Q3 		– Sell
-234
Closed -$255K – 2063
2024
Q2 		$255K Buy
+234
New +$9.33K ﹤0.01% 1666

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 $537M AUM 18.24% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Mercer Global Advisors's SMAR Position: Q1 2025 in Review

Mercer Global Advisors sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 6,691 shares — an estimated $375K sold.

Mercer Global Advisors first reported a position in SMAR in Q2 2024 and held it in 2 quarters. The position peaked at $375K in Q4 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Mercer Global Advisors reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Mercer Global Advisors sold 6,691 Smartsheet Inc. shares in Q1 2025, an estimated $375K.
  • Mercer Global Advisors first reported a position in Smartsheet Inc. in Q2 2024 and held it in 2 quarters.
  • Mercer Global Advisors's Smartsheet Inc. position peaked at $375K in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Mercer Global Advisors's 13F filing for Q1 2025, filed 15 May 2025.