RIL
SMAR

Rothschild Investment LLC’s Smartsheet Inc. SMAR Stock Holding History

Rothschild Investment LLC’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
-4
Closed -$224 – 3119
2024
Q4 		$224 Hold
4
– – ﹤0.01% 2771
2024
Q3 		$221 Buy
+4
New +$194 ﹤0.01% 2693

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

Rothschild Investment LLC's SMAR Position: Q1 2025 in Review

Rothschild Investment LLC sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 4 shares — an estimated $224 sold.

Rothschild Investment LLC first reported a position in SMAR in Q3 2024 and held it in 2 quarters. The position peaked at $224 in Q4 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Rothschild Investment LLC reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Rothschild Investment LLC sold 4 Smartsheet Inc. shares in Q1 2025, an estimated $224.
  • Rothschild Investment LLC first reported a position in Smartsheet Inc. in Q3 2024 and held it in 2 quarters.
  • Rothschild Investment LLC's Smartsheet Inc. position peaked at $224 in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Rothschild Investment LLC's 13F filing for Q1 2025, filed 8 Apr 2025.