Avion Wealth’s Smartsheet Inc. SMAR Stock Holding History

Avion Wealth’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 Q2	–	Sell	-24	Closed	-$1K	–	1699
2025 Q1	$1K	Hold	24	–	–	﹤0.01%	969
2024 Q4	$1K	Sell	24 -232	-91%	-$13K	﹤0.01%	967
2024 Q3	$14K	Buy	256 +11	+4%	+$533	﹤0.01%	314
2024 Q2	$10K	Buy	+245	New	+$9.77K	﹤0.01%	348

Other funds holding SMAR

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

HNB

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

Avion Wealth's SMAR Position: Q2 2025 in Review

Avion Wealth sold out of Smartsheet Inc. (SMAR) in Q2 2025, closing a stake of 24 shares — an estimated $1K sold.

Avion Wealth first reported a position in SMAR in Q2 2024 and held it in 4 quarters. The position peaked at $14K in Q3 2024. 2 funds tracked by Wall St. Rank hold SMAR as of Q2 2025.

Avion Wealth reported no remaining Smartsheet Inc. position as of Q2 2025 after selling out during the quarter.
Avion Wealth sold 24 Smartsheet Inc. shares in Q2 2025, an estimated $1K.
Avion Wealth first reported a position in Smartsheet Inc. in Q2 2024 and held it in 4 quarters.
Avion Wealth's Smartsheet Inc. position peaked at $14K in Q3 2024.
2 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q2 2025.

Based on Avion Wealth's 13F filing for Q2 2025, filed 25 Jul 2025.