Wealth Enhancement Advisory Services
SMAR

Wealth Enhancement Advisory Services’s Smartsheet Inc. SMAR Stock Holding History

Wealth Enhancement Advisory Services’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
-64,180
Closed -$3.6M – 3209
2024
Q4 		$3.6M Buy
64,180
+35,531
+124% +$1.99M 0.01% 922
2024
Q3 		$1.59M Buy
28,649
+21,384
+294% +$1.04M ﹤0.01% 1169
2024
Q2 		$320K Buy
+7,265
New +$290K ﹤0.01% 1935

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 $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

Wealth Enhancement Advisory Services's SMAR Position: Q1 2025 in Review

Wealth Enhancement Advisory Services sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 64,180 shares — an estimated $3.6M sold.

Wealth Enhancement Advisory Services first reported a position in SMAR in Q2 2024 and held it in 3 quarters. The position peaked at $3.6M in Q4 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Wealth Enhancement Advisory Services reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 64,180 Smartsheet Inc. shares in Q1 2025, an estimated $3.6M.
  • Wealth Enhancement Advisory Services first reported a position in Smartsheet Inc. in Q2 2024 and held it in 3 quarters.
  • Wealth Enhancement Advisory Services's Smartsheet Inc. position peaked at $3.6M in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2025, filed 16 Apr 2025.