CIBC Asset Management
SMAR

CIBC Asset Management’s Smartsheet Inc. SMAR Stock Holding History

CIBC Asset 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
-4,242
Closed -$238K – 1256
2024
Q4 		$238K Buy
4,242
+227
+6% +$12.7K ﹤0.01% 1010
2024
Q3 		$222K Buy
+4,015
New +$195K ﹤0.01% 1038
2022
Q2 		– Sell
-5,234
Closed -$287K – 1503
2022
Q1 		$287K Hold
5,234
– – ﹤0.01% 1096
2021
Q4 		$405K Buy
5,234
+211
+4% +$14.7K ﹤0.01% 914
2021
Q3 		$346K Buy
5,023
+522
+12% +$38.4K ﹤0.01% 947
2021
Q2 		$326K Hold
4,501
– – ﹤0.01% 951
2021
Q1 		$288K Buy
4,501
+552
+14% +$38.6K ﹤0.01% 979
2020
Q4 		$274K Buy
+3,949
New +$231K ﹤0.01% 950

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 $537M AUM 18.24% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

CIBC Asset Management's SMAR Position: Q1 2025 in Review

CIBC Asset Management sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 4,242 shares — an estimated $238K sold.

CIBC Asset Management first reported a position in SMAR in Q4 2020 and held it in 8 quarters. The position peaked at $405K in Q4 2021. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • CIBC Asset Management reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • CIBC Asset Management sold 4,242 Smartsheet Inc. shares in Q1 2025, an estimated $238K.
  • CIBC Asset Management first reported a position in Smartsheet Inc. in Q4 2020 and held it in 8 quarters.
  • CIBC Asset Management's Smartsheet Inc. position peaked at $405K in Q4 2021.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on CIBC Asset Management's 13F filing for Q1 2025, filed 13 May 2025.