RhumbLine Advisers
SMAR

RhumbLine Advisers’s Smartsheet Inc. SMAR Stock Holding History

RhumbLine Advisers’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
-161,891
Closed -$9.07M – 4181
2024
Q4 		$9.07M Buy
161,891
+1,945
+1% +$109K 0.01% 1109
2024
Q3 		$8.85M Buy
159,946
+6,035
+4% +$293K 0.01% 1125
2024
Q2 		$6.78M Buy
153,911
+265
+0.2% +$10.6K 0.01% 1223
2024
Q1 		$5.92M Sell
153,646
-18,283
-11% -$798K 0.01% 1321
2023
Q4 		$8.22M Buy
171,929
+3,029
+2% +$129K 0.01% 1154
2023
Q3 		$6.83M Sell
168,900
-1,541
-0.9% -$63.2K 0.01% 1179
2023
Q2 		$6.52M Buy
170,441
+4,496
+3% +$194K 0.01% 1226
2023
Q1 		$7.93M Buy
165,945
+15,624
+10% +$680K 0.01% 1074
2022
Q4 		$5.92M Buy
150,321
+17,282
+13% +$589K 0.01% 1192
2022
Q3 		$4.57M Buy
133,039
+14,611
+12% +$495K 0.01% 1290
2022
Q2 		$3.72M Buy
118,428
+7,766
+7% +$322K 0.01% 1419
2022
Q1 		$6.06M Sell
110,662
-5,721
-5% -$327K 0.01% 1204
2021
Q4 		$9.01M Sell
116,383
-4,014
-3% -$280K 0.01% 1045
2021
Q3 		$8.29M Sell
120,397
-947
-0.8% -$69.6K 0.01% 1063
2021
Q2 		$8.78M Sell
121,344
-325
-0.3% -$20.3K 0.01% 1090
2021
Q1 		$7.78M Sell
121,669
-6,750
-5% -$472K 0.01% 1149
2020
Q4 		$8.9M Buy
128,419
+2,746
+2% +$161K 0.01% 1001
2020
Q3 		$6.21M Sell
125,673
-1,958
-2% -$94.5K 0.01% 1028
2020
Q2 		$6.5M Buy
127,631
+38,802
+44% +$1.98M 0.01% 1043
2020
Q1 		$3.69M Buy
88,829
+4,302
+5% +$195K 0.01% 1216
2019
Q4 		$3.8M Buy
84,527
+3,001
+4% +$124K 0.01% 1429
2019
Q3 		$2.94M Buy
81,526
+173
+0.2% +$8.24K 0.01% 1509
2019
Q2 		$3.94M Buy
+81,353
New +$3.46M 0.01% 1337

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

RhumbLine Advisers's SMAR Position: Q1 2025 in Review

RhumbLine Advisers sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 161,891 shares — an estimated $9.07M sold.

RhumbLine Advisers first reported a position in SMAR in Q2 2019 and held it in 23 quarters. The position peaked at $9.07M in Q4 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • RhumbLine Advisers reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • RhumbLine Advisers sold 161,891 Smartsheet Inc. shares in Q1 2025, an estimated $9.07M.
  • RhumbLine Advisers first reported a position in Smartsheet Inc. in Q2 2019 and held it in 23 quarters.
  • RhumbLine Advisers's Smartsheet Inc. position peaked at $9.07M in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on RhumbLine Advisers's 13F filing for Q1 2025, filed 8 Apr 2025.