CIBC Private Wealth Group
SMAR

CIBC Private Wealth Group’s Smartsheet Inc. SMAR Stock Holding History

CIBC Private Wealth Group’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
-648
Closed -$36.4K – 3309
2024
Q4 		$36.4K Sell
648
-198
-23% -$11.1K ﹤0.01% 1799
2024
Q3 		$46.8K Sell
846
-78,422
-99% -$3.8M ﹤0.01% 1797
2024
Q2 		$3.47M Sell
79,268
-81,057
-51% -$3.23M 0.01% 458
2024
Q1 		$6.16M Buy
160,325
+12,253
+8% +$535K 0.01% 384
2023
Q4 		$7.08M Buy
148,072
+50,181
+51% +$2.14M 0.02% 350
2023
Q3 		$3.96M Buy
97,891
+36,368
+59% +$1.49M 0.01% 411
2023
Q2 		$2.35M Buy
61,523
+29,291
+91% +$1.27M 0.01% 476
2023
Q1 		$5.88M Buy
32,232
+508
+2% +$22.1K 0.01% 374
2022
Q4 		$1.25M Sell
31,724
-56,797
-64% -$1.94M ﹤0.01% 496
2022
Q3 		$3.04M Sell
88,521
-42,892
-33% -$1.45M 0.01% 424
2022
Q2 		$4.13M Sell
131,413
-356,979
-73% -$14.8M 0.01% 391
2022
Q1 		$26.8M Buy
488,392
+76,181
+18% +$4.35M 0.06% 217
2021
Q4 		$31.9M Buy
412,211
+74,733
+22% +$5.22M 0.07% 200
2021
Q3 		$23.2M Sell
337,478
-4,197
-1% -$309K 0.05% 227
2021
Q2 		$24.7M Sell
341,675
-199,754
-37% -$12.5M 0.06% 227
2021
Q1 		$34.6M Sell
541,429
-18,733
-3% -$1.31M 0.09% 179
2020
Q4 		$38.8M Sell
560,162
-11,298
-2% -$662K 0.1% 159
2020
Q3 		$28.2M Buy
571,460
+125,144
+28% +$6.04M 0.09% 162
2020
Q2 		$22.7M Buy
446,316
+295,539
+196% +$15M 0.11% 137
2020
Q1 		$6.26M Sell
150,777
-71,813
-32% -$3.26M 0.03% 296
2019
Q4 		$10M Buy
222,590
+184,937
+491% +$7.65M 0.03% 285
2019
Q3 		$1.45M Buy
+37,653
New +$1.79M 0.01% 506

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 $484M AUM 15.17% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

CIBC Private Wealth Group's SMAR Position: Q1 2025 in Review

CIBC Private Wealth Group sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 648 shares — an estimated $36.4K sold.

CIBC Private Wealth Group first reported a position in SMAR in Q3 2019 and held it in 22 quarters. The position peaked at $38.8M in Q4 2020. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • CIBC Private Wealth Group reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • CIBC Private Wealth Group sold 648 Smartsheet Inc. shares in Q1 2025, an estimated $36.4K.
  • CIBC Private Wealth Group first reported a position in Smartsheet Inc. in Q3 2019 and held it in 22 quarters.
  • CIBC Private Wealth Group's Smartsheet Inc. position peaked at $38.8M in Q4 2020.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on CIBC Private Wealth Group's 13F filing for Q1 2025, filed 14 May 2025.