CI Investments Inc
SMAR

CI Investments Inc’s Smartsheet Inc. SMAR Stock Holding History

CI Investments Inc’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
-514
Closed -$29K – 1340
2024
Q4 		$29K Buy
514
+53
+11% +$2.97K ﹤0.01% 1111
2024
Q3 		$26K Buy
461
+217
+89% +$10.5K ﹤0.01% 1080
2024
Q2 		$11K Sell
244
-19
-7% -$757 ﹤0.01% 1159
2024
Q1 		$10K Buy
263
+67
+34% +$2.92K ﹤0.01% 1211
2023
Q4 		$9K Buy
196
+1
+0.5% +$43 ﹤0.01% 1175
2023
Q3 		$8K Sell
195
-135,744
-100% -$5.57M ﹤0.01% 1209
2023
Q2 		$5.2M Sell
135,939
-28,829
-17% -$1.25M 0.03% 272
2023
Q1 		$7.88M Sell
164,768
-41,100
-20% -$1.79M 0.04% 245
2022
Q4 		$8.1M Sell
205,868
-24,000
-10% -$818K 0.04% 247
2022
Q3 		$7.9M Sell
229,868
-7,000
-3% -$237K 0.04% 252
2022
Q2 		$7.45M Sell
236,868
-20,000
-8% -$829K 0.03% 256
2022
Q1 		$14.1M Sell
256,868
-124,000
-33% -$7.08M 0.05% 246
2021
Q4 		$29.5M Sell
380,868
-117,650
-24% -$8.22M 0.1% 177
2021
Q3 		$34.3M Buy
498,518
+8,507
+2% +$625K 0.13% 162
2021
Q2 		$35.4M Buy
490,011
+260,811
+114% +$16.3M 0.13% 159
2021
Q1 		$14.7M Sell
229,200
-23,841
-9% -$1.67M 0.06% 227
2020
Q4 		$17.5M Sell
253,041
-58,510
-19% -$3.43M 0.08% 199
2020
Q3 		$15.4M Buy
311,551
+53,881
+21% +$2.6M 0.08% 187
2020
Q2 		$13.1M Sell
257,670
-32,727
-11% -$1.67M 0.07% 182
2020
Q1 		$12.1M Sell
290,397
-303,288
-51% -$13.8M 0.07% 174
2019
Q4 		$26.7M Sell
593,685
-286,699
-33% -$11.9M 0.14% 152
2019
Q3 		$31.7M Buy
880,384
+134,890
+18% +$6.42M 0.16% 127
2019
Q2 		$36.1M Sell
745,494
-334,828
-31% -$14.2M 0.2% 117
2019
Q1 		$44.1M Sell
1,080,322
-553,124
-34% -$19.1M 0.25% 114
2018
Q4 		$40.6M Buy
+1,633,446
New +$40.6M 0.26% 109

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

CI Investments Inc's SMAR Position: Q1 2025 in Review

CI Investments Inc sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 514 shares — an estimated $29K sold.

CI Investments Inc first reported a position in SMAR in Q4 2018 and held it in 25 quarters. The position peaked at $44.1M in Q1 2019. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • CI Investments Inc reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • CI Investments Inc sold 514 Smartsheet Inc. shares in Q1 2025, an estimated $29K.
  • CI Investments Inc first reported a position in Smartsheet Inc. in Q4 2018 and held it in 25 quarters.
  • CI Investments Inc's Smartsheet Inc. position peaked at $44.1M in Q1 2019.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on CI Investments Inc's 13F filing for Q1 2025, filed 13 May 2025.