PFBT
SMAR

Parkside Financial Bank & Trust’s Smartsheet Inc. SMAR Stock Holding History

Parkside Financial Bank & Trust’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
-75
Closed -$4.2K – 2776
2024
Q4 		$4.2K Hold
75
– – ﹤0.01% 1488
2024
Q3 		$4.15K Buy
75
+6
+9% +$291 ﹤0.01% 1470
2024
Q2 		$3.04K Buy
69
+6
+10% +$239 ﹤0.01% 1475
2024
Q1 		$2.43K Buy
63
+12
+24% +$524 ﹤0.01% 1484
2023
Q4 		$2.44K Sell
51
-10
-16% -$426 ﹤0.01% 1463
2023
Q3 		$2.47K Buy
61
+10
+20% +$410 ﹤0.01% 1603
2023
Q2 		$1.95K Buy
51
+6
+13% +$259 ﹤0.01% 1692
2023
Q1 		$2.15K Hold
45
– – ﹤0.01% 1680
2022
Q4 		$1.77K Buy
+45
New +$1.53K ﹤0.01% 1721
2022
Q3 		– Sell
-20
Closed -$1K – 1985
2022
Q2 		$1K Sell
20
-5
-20% -$207 ﹤0.01% 1788
2022
Q1 		$1K Hold
25
– – ﹤0.01% 1803
2021
Q4 		$2K Buy
25
+9
+56% +$629 ﹤0.01% 1674
2021
Q3 		$1K Hold
16
– – ﹤0.01% 1729
2021
Q2 		$1K Buy
+16
New +$999 ﹤0.01% 1691

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

Parkside Financial Bank & Trust's SMAR Position: Q1 2025 in Review

Parkside Financial Bank & Trust sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 75 shares — an estimated $4.2K sold.

Parkside Financial Bank & Trust first reported a position in SMAR in Q2 2021 and held it in 14 quarters. The position peaked at $4.2K in Q4 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Parkside Financial Bank & Trust reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 75 Smartsheet Inc. shares in Q1 2025, an estimated $4.2K.
  • Parkside Financial Bank & Trust first reported a position in Smartsheet Inc. in Q2 2021 and held it in 14 quarters.
  • Parkside Financial Bank & Trust's Smartsheet Inc. position peaked at $4.2K in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Parkside Financial Bank & Trust's 13F filing for Q1 2025, filed 8 May 2025.