RMP
SMAR

Richards, Merrill & Peterson’s Smartsheet Inc. SMAR Stock Holding History

Richards, Merrill & Peterson’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
-675
Closed -$37.8K – 535
2024
Q4 		$37.8K Buy
+675
New +$37.8K 0.02% 268

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 $537M AUM 18.24% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Richards, Merrill & Peterson's SMAR Position: Q1 2025 in Review

Richards, Merrill & Peterson sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 675 shares — an estimated $37.8K sold.

Richards, Merrill & Peterson first reported a position in SMAR in Q4 2024 and held it in 1 quarter. The position peaked at $37.8K in Q4 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Richards, Merrill & Peterson reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 675 Smartsheet Inc. shares in Q1 2025, an estimated $37.8K.
  • Richards, Merrill & Peterson first reported a position in Smartsheet Inc. in Q4 2024 and held it in 1 quarter.
  • Richards, Merrill & Peterson's Smartsheet Inc. position peaked at $37.8K in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Richards, Merrill & Peterson's 13F filing for Q1 2025, filed 7 May 2025.