SOADOR
SMAR

State of Alaska Department of Revenue’s Smartsheet Inc. SMAR Stock Holding History

State of Alaska Department of Revenue’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
-24,459
Closed -$1.37M – 1602
2024
Q4 		$1.37M Hold
24,459
– – 0.02% 895
2024
Q3 		$1.35M Hold
24,459
– – 0.01% 908
2024
Q2 		$1.08M Hold
24,459
– – 0.01% 961
2024
Q1 		$941K Hold
24,459
– – 0.01% 1064
2023
Q4 		$1.17M Hold
24,459
– – 0.01% 917
2023
Q3 		$989K Hold
24,459
– – 0.01% 949
2023
Q2 		$935K Hold
24,459
– – 0.01% 1019
2023
Q1 		$1.17M Hold
24,459
– – 0.01% 895
2022
Q4 		$962K Sell
24,459
-1,051
-4% -$35.8K 0.01% 995
2022
Q3 		$876K Sell
25,510
-34,784
-58% -$1.18M 0.01% 985
2022
Q2 		$1.9M Buy
60,294
+50,086
+491% +$2.08M 0.02% 671
2022
Q1 		$559K Buy
+10,208
New +$583K 0.01% 1343
2021
Q1 		– Sell
-1,419
Closed -$98K – 1681
2020
Q4 		$98K Sell
1,419
-886
-38% -$51.9K ﹤0.01% 1634
2020
Q3 		$113K Buy
+2,305
New +$111K ﹤0.01% 1587

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 $20.6B AUM 34.61% 1-Year Est. Return

State of Alaska Department of Revenue's SMAR Position: Q1 2025 in Review

State of Alaska Department of Revenue sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 24,459 shares — an estimated $1.37M sold.

State of Alaska Department of Revenue first reported a position in SMAR in Q3 2020 and held it in 14 quarters. The position peaked at $1.9M in Q2 2022. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • State of Alaska Department of Revenue reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • State of Alaska Department of Revenue sold 24,459 Smartsheet Inc. shares in Q1 2025, an estimated $1.37M.
  • State of Alaska Department of Revenue first reported a position in Smartsheet Inc. in Q3 2020 and held it in 14 quarters.
  • State of Alaska Department of Revenue's Smartsheet Inc. position peaked at $1.9M in Q2 2022.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on State of Alaska Department of Revenue's 13F filing for Q1 2025, filed 21 Apr 2025.