VWM
SMAR

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

Venturi 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
2025
Q1 		– Sell
-1,549
Closed -$86.8K – 1931
2024
Q4 		$86.8K Buy
1,549
+334
+27% +$18.7K ﹤0.01% 835
2024
Q3 		$67.3K Buy
1,215
+640
+111% +$31K ﹤0.01% 680
2024
Q2 		$25.3K Buy
575
+297
+107% +$11.8K ﹤0.01% 878
2024
Q1 		$10.7K Buy
278
+156
+128% +$6.81K ﹤0.01% 921
2023
Q4 		$5.83K Sell
122
-103
-46% -$4.39K ﹤0.01% 1003
2023
Q3 		$9.1K Buy
+225
New +$9.23K ﹤0.01% 823

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

Venturi Wealth Management's SMAR Position: Q1 2025 in Review

Venturi Wealth Management sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 1,549 shares — an estimated $86.8K sold.

Venturi Wealth Management first reported a position in SMAR in Q3 2023 and held it in 6 quarters. The position peaked at $86.8K in Q4 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Venturi Wealth Management reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Venturi Wealth Management sold 1,549 Smartsheet Inc. shares in Q1 2025, an estimated $86.8K.
  • Venturi Wealth Management first reported a position in Smartsheet Inc. in Q3 2023 and held it in 6 quarters.
  • Venturi Wealth Management's Smartsheet Inc. position peaked at $86.8K in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.