PWMG
SMAR

Private Wealth Management Group’s Smartsheet Inc. SMAR Stock Holding History

Private Wealth Management 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
-114
Closed -$6.39K – 1617
2024
Q4 		$6.39K Hold
114
– – ﹤0.01% 642
2024
Q3 		$6.31K Hold
114
– – ﹤0.01% 634
2024
Q2 		$5.03K Buy
+114
New +$4.54K ﹤0.01% 698
2024
Q1 		– Sell
-20
Closed -$957 – 1603
2023
Q4 		$957 Buy
+20
New +$852 ﹤0.01% 1291

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

Private Wealth Management Group's SMAR Position: Q1 2025 in Review

Private Wealth Management Group sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 114 shares — an estimated $6.39K sold.

Private Wealth Management Group first reported a position in SMAR in Q4 2023 and held it in 4 quarters. The position peaked at $6.39K in Q4 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Private Wealth Management Group reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Private Wealth Management Group sold 114 Smartsheet Inc. shares in Q1 2025, an estimated $6.39K.
  • Private Wealth Management Group first reported a position in Smartsheet Inc. in Q4 2023 and held it in 4 quarters.
  • Private Wealth Management Group's Smartsheet Inc. position peaked at $6.39K in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Private Wealth Management Group's 13F filing for Q1 2025, filed 2 May 2025.