Raymond James Financial
SMAR

Raymond James Financial’s Smartsheet Inc. SMAR Stock Holding History

Raymond James Financial’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
-10,931
Closed -$612K – 5010
2024
Q4 		$612K Buy
+10,931
New +$612K ﹤0.01% 3779

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

Raymond James Financial's SMAR Position: Q1 2025 in Review

Raymond James Financial sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 10,931 shares — an estimated $612K sold.

Raymond James Financial first reported a position in SMAR in Q4 2024 and held it in 1 quarter. The position peaked at $612K in Q4 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Raymond James Financial reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Raymond James Financial sold 10,931 Smartsheet Inc. shares in Q1 2025, an estimated $612K.
  • Raymond James Financial first reported a position in Smartsheet Inc. in Q4 2024 and held it in 1 quarter.
  • Raymond James Financial's Smartsheet Inc. position peaked at $612K in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Raymond James Financial's 13F filing for Q1 2025, filed 13 May 2025.