PAG
SMAR

Poinciana Advisors Group’s Smartsheet Inc. SMAR Stock Holding History

Poinciana Advisors 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
-6,346
Closed -$356K – 129
2024
Q4 		$356K Buy
+6,346
New +$355K 0.36% 42

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

Poinciana Advisors Group's SMAR Position: Q1 2025 in Review

Poinciana Advisors Group sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 6,346 shares — an estimated $356K sold.

Poinciana Advisors Group first reported a position in SMAR in Q4 2024 and held it in 1 quarter. The position peaked at $356K in Q4 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Poinciana Advisors Group reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Poinciana Advisors Group sold 6,346 Smartsheet Inc. shares in Q1 2025, an estimated $356K.
  • Poinciana Advisors Group first reported a position in Smartsheet Inc. in Q4 2024 and held it in 1 quarter.
  • Poinciana Advisors Group's Smartsheet Inc. position peaked at $356K in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Poinciana Advisors Group's 13F filing for Q1 2025, filed 30 Apr 2025.