SFC
SMAR

SYM Financial Corp’s Smartsheet Inc. SMAR Stock Holding History

SYM Financial Corp’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
-4,956
Closed -$278K – 394
2024
Q4 		$278K Buy
+4,956
New +$277K 0.04% 168

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 $484M AUM 15.17% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

SYM Financial Corp's SMAR Position: Q1 2025 in Review

SYM Financial Corp sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 4,956 shares — an estimated $278K sold.

SYM Financial Corp first reported a position in SMAR in Q4 2024 and held it in 1 quarter. The position peaked at $278K in Q4 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • SYM Financial Corp reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • SYM Financial Corp sold 4,956 Smartsheet Inc. shares in Q1 2025, an estimated $278K.
  • SYM Financial Corp first reported a position in Smartsheet Inc. in Q4 2024 and held it in 1 quarter.
  • SYM Financial Corp's Smartsheet Inc. position peaked at $278K in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on SYM Financial Corp's 13F filing for Q1 2025, filed 6 May 2025.