MNBTD
SMAR

Moody National Bank Trust Division’s Smartsheet Inc. SMAR Stock Holding History

Moody National Bank Trust Division’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
-4,290
Closed -$240K – 514
2024
Q4 		$240K Sell
4,290
-26,347
-86% -$1.47M 0.03% 441
2024
Q3 		$1.7M Sell
30,637
-11,250
-27% -$545K 0.18% 132
2024
Q2 		$1.85M Sell
41,887
-2,236
-5% -$89.1K 0.14% 91
2024
Q1 		$1.7M Buy
44,123
+7,431
+20% +$324K 0.13% 108
2023
Q4 		$1.75M Buy
+36,692
New +$1.56M 0.14% 111

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

Moody National Bank Trust Division's SMAR Position: Q1 2025 in Review

Moody National Bank Trust Division sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 4,290 shares — an estimated $240K sold.

Moody National Bank Trust Division first reported a position in SMAR in Q4 2023 and held it in 5 quarters. The position peaked at $1.85M in Q2 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Moody National Bank Trust Division reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Moody National Bank Trust Division sold 4,290 Smartsheet Inc. shares in Q1 2025, an estimated $240K.
  • Moody National Bank Trust Division first reported a position in Smartsheet Inc. in Q4 2023 and held it in 5 quarters.
  • Moody National Bank Trust Division's Smartsheet Inc. position peaked at $1.85M in Q2 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Moody National Bank Trust Division's 13F filing for Q1 2025, filed 4 Apr 2025.