SPIA
SMAR

Steward Partners Investment Advisory’s Smartsheet Inc. SMAR Stock Holding History

Steward Partners Investment Advisory’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
-14
Closed -$784 – 4187
2024
Q4 		$784 Sell
14
-37
-73% -$2.07K ﹤0.01% 3798
2024
Q3 		$2.82K Sell
51
-62
-55% -$3K ﹤0.01% 3366
2024
Q2 		$4.98K Sell
113
-72
-39% -$2.87K ﹤0.01% 3043
2024
Q1 		$7.12K Buy
+185
New +$8.07K ﹤0.01% 2932
2021
Q2 		– Sell
-125
Closed -$7.99K – 7460
2021
Q1 		$7.99K Sell
125
-175
-58% -$12.2K ﹤0.01% 2873
2020
Q4 		$21K Buy
+300
New +$17.6K ﹤0.01% 2051

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

Steward Partners Investment Advisory's SMAR Position: Q1 2025 in Review

Steward Partners Investment Advisory sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 14 shares — an estimated $784 sold.

Steward Partners Investment Advisory first reported a position in SMAR in Q4 2020 and held it in 6 quarters. The position peaked at $21K in Q4 2020. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Steward Partners Investment Advisory reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 14 Smartsheet Inc. shares in Q1 2025, an estimated $784.
  • Steward Partners Investment Advisory first reported a position in Smartsheet Inc. in Q4 2020 and held it in 6 quarters.
  • Steward Partners Investment Advisory's Smartsheet Inc. position peaked at $21K in Q4 2020.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2025, filed 13 May 2025.