Bank of Nova Scotia
SMAR

Bank of Nova Scotia’s Smartsheet Inc. SMAR Stock Holding History

Bank of Nova Scotia’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
-177,000
Closed -$9.92M – 1137
2024
Q4 		$9.92M Buy
177,000
+157,000
+785% +$8.79M 0.02% 418
2024
Q3 		$1.11M Sell
20,000
-54,287
-73% -$2.63M ﹤0.01% 750
2024
Q2 		$3.27M Buy
+74,287
New +$2.96M 0.01% 548
2022
Q3 		– Sell
-781,947
Closed -$24.6M – 1251
2022
Q2 		$24.6M Buy
781,947
+562,421
+256% +$23.3M 0.06% 243
2022
Q1 		$12M Buy
219,526
+148,526
+209% +$8.48M 0.02% 409
2021
Q4 		$5.5M Sell
71,000
-249,258
-78% -$17.4M 0.01% 673
2021
Q3 		$22M Sell
320,258
-127,899
-29% -$9.4M 0.04% 341
2021
Q2 		$32.4M Buy
448,157
+441,676
+6,815% +$27.6M 0.06% 241
2021
Q1 		$414K Sell
6,481
-4,343
-40% -$304K ﹤0.01% 980
2020
Q4 		$750K Buy
10,824
+10
+0.1% +$586 ﹤0.01% 806
2020
Q3 		$534K Buy
10,814
+2,173
+25% +$105K ﹤0.01% 863
2020
Q2 		$440K Buy
+8,641
New +$440K ﹤0.01% 788
2020
Q1 		– Sell
-157,300
Closed -$7.07M – 981
2019
Q4 		$7.07M Buy
+157,300
New +$6.5M 0.02% 453

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

Bank of Nova Scotia's SMAR Position: Q1 2025 in Review

Bank of Nova Scotia sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 177,000 shares — an estimated $9.92M sold.

Bank of Nova Scotia first reported a position in SMAR in Q4 2019 and held it in 13 quarters. The position peaked at $32.4M in Q2 2021. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Bank of Nova Scotia reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Bank of Nova Scotia sold 177,000 Smartsheet Inc. shares in Q1 2025, an estimated $9.92M.
  • Bank of Nova Scotia first reported a position in Smartsheet Inc. in Q4 2019 and held it in 13 quarters.
  • Bank of Nova Scotia's Smartsheet Inc. position peaked at $32.4M in Q2 2021.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Bank of Nova Scotia's 13F filing for Q1 2025, filed 9 May 2025.