IUHSA
SMAR

Itau Unibanco Holding S.A.’s Smartsheet Inc. SMAR Stock Holding History

Itau Unibanco Holding S.A.’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
-837
Closed -$46.9K – 475
2024
Q4 		$46.9K Buy
+837
New +$46.8K ﹤0.01% 245

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

Itau Unibanco Holding S.A.'s SMAR Position: Q1 2025 in Review

Itau Unibanco Holding S.A. sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 837 shares — an estimated $46.9K sold.

Itau Unibanco Holding S.A. first reported a position in SMAR in Q4 2024 and held it in 1 quarter. The position peaked at $46.9K in Q4 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Itau Unibanco Holding S.A. reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Itau Unibanco Holding S.A. sold 837 Smartsheet Inc. shares in Q1 2025, an estimated $46.9K.
  • Itau Unibanco Holding S.A. first reported a position in Smartsheet Inc. in Q4 2024 and held it in 1 quarter.
  • Itau Unibanco Holding S.A.'s Smartsheet Inc. position peaked at $46.9K in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q1 2025, filed 14 May 2025.