National Bank of Canada’s Smartsheet Inc. SMAR Stock Holding History

National Bank of Canada’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	-3,063	Closed	-$172K	–	3234
2024 Q4	$172K	Sell	3,063 -21,937	-88%	-$1.23M	﹤0.01%	1644
2024 Q3	$1.38M	Buy	+25,000	New	+$1.21M	﹤0.01%	1057
2023 Q3	–	Sell	-175	Closed	-$6.69K	–	2910
2023 Q2	$6.69K	Hold	175	–	–	﹤0.01%	2278
2023 Q1	$8.37K	Sell	175 -70,825	-100%	-$3.08M	﹤0.01%	2187
2022 Q4	$2.79M	Hold	71,000	–	–	0.01%	791
2022 Q3	$2.44M	Sell	71,000 -458,000	-87%	-$15.5M	0.01%	734
2022 Q2	$16.6M	Buy	529,000 +528,603	+133,149%	+$21.9M	0.08%	282
2022 Q1	$22K	Hold	397	–	–	﹤0.01%	2157
2021 Q4	$31K	Buy	+397	New	+$27.7K	﹤0.01%	2042

Other funds holding SMAR

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

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 New York $133B AUM 72.99% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

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

National Bank of Canada's SMAR Position: Q1 2025 in Review

National Bank of Canada sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 3,063 shares — an estimated $172K sold.

National Bank of Canada first reported a position in SMAR in Q4 2021 and held it in 9 quarters. The position peaked at $16.6M in Q2 2022. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

National Bank of Canada reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
National Bank of Canada sold 3,063 Smartsheet Inc. shares in Q1 2025, an estimated $172K.
National Bank of Canada first reported a position in Smartsheet Inc. in Q4 2021 and held it in 9 quarters.
National Bank of Canada's Smartsheet Inc. position peaked at $16.6M in Q2 2022.
7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on National Bank of Canada's 13F filing for Q1 2025, filed 12 May 2025.