NFSG
SMAR

Newbridge Financial Services Group’s Smartsheet Inc. SMAR Stock Holding History

Newbridge Financial Services 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
-305
Closed -$17.1K – 1183
2024
Q4 		$17.1K Sell
305
-200
-40% -$11.2K ﹤0.01% 636
2024
Q3 		$28K Hold
505
– – 0.01% 323
2024
Q2 		$22.3K Hold
505
– – 0.01% 553
2024
Q1 		$19.4K Sell
505
-575
-53% -$25.1K 0.01% 608
2023
Q4 		$51.6K Sell
1,080
-175
-14% -$7.46K 0.03% 383
2023
Q3 		$50.8K Sell
1,255
-375
-23% -$15.4K 0.03% 413
2023
Q2 		$62.4K Buy
1,630
+705
+76% +$30.5K 0.03% 407
2023
Q1 		$44.2K Sell
925
-1,550
-63% -$67.4K 0.02% 494
2022
Q4 		$97.4K Hold
2,475
– – 0.06% 303
2022
Q3 		$85K Hold
2,475
– – 0.05% 321
2022
Q2 		$78K Hold
2,475
– – 0.05% 309
2022
Q1 		$136K Hold
2,475
– – 0.07% 252
2021
Q4 		$192K Sell
2,475
-30
-1% -$2.1K 0.09% 210
2021
Q3 		$172K Buy
2,505
+675
+37% +$49.6K 0.11% 189
2021
Q2 		$132K Hold
1,830
– – 0.08% 232
2021
Q1 		$117K Hold
1,830
– – 0.09% 228
2020
Q4 		$127K Sell
1,830
-1,580
-46% -$92.6K 0.1% 191
2020
Q3 		$169K Buy
+3,410
New +$165K 0.17% 129

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

Newbridge Financial Services Group's SMAR Position: Q1 2025 in Review

Newbridge Financial Services Group sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 305 shares — an estimated $17.1K sold.

Newbridge Financial Services Group first reported a position in SMAR in Q3 2020 and held it in 18 quarters. The position peaked at $192K in Q4 2021. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Newbridge Financial Services Group reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 305 Smartsheet Inc. shares in Q1 2025, an estimated $17.1K.
  • Newbridge Financial Services Group first reported a position in Smartsheet Inc. in Q3 2020 and held it in 18 quarters.
  • Newbridge Financial Services Group's Smartsheet Inc. position peaked at $192K in Q4 2021.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Newbridge Financial Services Group's 13F filing for Q1 2025, filed 15 May 2025.