Royal Bank of Canada
SMAR

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

Royal 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
2019
Q4 		– Sell
-21,700
Closed -$782K – 7196
2019
Q3 		$782K Buy
+21,700
New +$1.03M ﹤0.01% 3524

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

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

Royal Bank of Canada sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 186,884 shares — an estimated $10.5M sold.

Royal Bank of Canada first reported a position in SMAR in Q2 2018 and held it in 27 quarters. The position peaked at $15.3M in Q1 2022. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Royal Bank of Canada reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Royal Bank of Canada sold 186,884 Smartsheet Inc. shares in Q1 2025, an estimated $10.5M.
  • Royal Bank of Canada first reported a position in Smartsheet Inc. in Q2 2018 and held it in 27 quarters.
  • Royal Bank of Canada's Smartsheet Inc. position peaked at $15.3M in Q1 2022.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Royal Bank of Canada's 13F filing for Q1 2025, filed 15 May 2025.