MFG
SMAR

Merit Financial Group’s Smartsheet Inc. SMAR Stock Holding History

Merit Financial Group’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
-14,437
Closed -$809K – 1453
2024
Q4 		$809K Buy
+14,437
New +$808K 0.01% 560

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

Merit Financial Group's SMAR Position: Q1 2025 in Review

Merit Financial Group sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 14,437 shares — an estimated $809K sold.

Merit Financial Group first reported a position in SMAR in Q4 2024 and held it in 1 quarter. The position peaked at $809K in Q4 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Merit Financial Group reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Merit Financial Group sold 14,437 Smartsheet Inc. shares in Q1 2025, an estimated $809K.
  • Merit Financial Group first reported a position in Smartsheet Inc. in Q4 2024 and held it in 1 quarter.
  • Merit Financial Group's Smartsheet Inc. position peaked at $809K in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Merit Financial Group's 13F filing for Q1 2025, filed 9 Apr 2025.