SWM
SMAR

Spire Wealth Management’s Smartsheet Inc. SMAR Stock Holding History

Spire Wealth Management’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
2024
Q4 		– Sell
-100
Closed -$5.54K – 2530
2024
Q3 		$5.54K Hold
100
– – ﹤0.01% 1794
2024
Q2 		$4.41K Hold
100
– – ﹤0.01% 1858
2024
Q1 		$3.85K Hold
100
– – ﹤0.01% 1989
2023
Q4 		$4.62K Hold
100
– – ﹤0.01% 1974
2023
Q3 		$4.05K Hold
100
– – ﹤0.01% 1986
2023
Q2 		$3.83K Buy
100
+25
+33% +$1.08K ﹤0.01% 2072
2023
Q1 		$3.58K Hold
75
– – ﹤0.01% 2114
2022
Q4 		$3K Hold
75
– – ﹤0.01% 2005
2022
Q3 		$3K Buy
75
+25
+50% +$847 ﹤0.01% 1911
2022
Q2 		$2K Buy
+50
New +$2.07K ﹤0.01% 2417
2022
Q1 		– Sell
-1,975
Closed -$153K – 2940
2021
Q4 		$153K Buy
+1,975
New +$138K ﹤0.01% 1223
2021
Q2 		– Sell
-1,670
Closed -$105K – 3024
2021
Q1 		$105K Buy
+1,670
New +$117K ﹤0.01% 1385

Other funds holding SMAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
VEPM
Vista Equity Partners Management San Francisco, California $42.7M AUM 16.65% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Spire Wealth Management's SMAR Position: Q4 2024 in Review

Spire Wealth Management sold out of Smartsheet Inc. (SMAR) in Q4 2024, closing a stake of 100 shares — an estimated $5.54K sold.

Spire Wealth Management first reported a position in SMAR in Q1 2021 and held it in 12 quarters. The position peaked at $153K in Q4 2021. 367 funds tracked by Wall St. Rank hold SMAR as of Q4 2024.

  • Spire Wealth Management reported no remaining Smartsheet Inc. position as of Q4 2024 after selling out during the quarter.
  • Spire Wealth Management sold 100 Smartsheet Inc. shares in Q4 2024, an estimated $5.54K.
  • Spire Wealth Management first reported a position in Smartsheet Inc. in Q1 2021 and held it in 12 quarters.
  • Spire Wealth Management's Smartsheet Inc. position peaked at $153K in Q4 2021.
  • 367 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q4 2024.

Based on Spire Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.