Zurich Cantonal Bank
SMAR

Zurich Cantonal Bank’s Smartsheet Inc. SMAR Stock Holding History

Zurich Cantonal Bank’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
-35,057
Closed -$1.96M – 2712
2024
Q4 		$1.96M Buy
35,057
+5,750
+20% +$322K 0.01% 854
2024
Q3 		$1.62M Buy
29,307
+952
+3% +$46.1K ﹤0.01% 881
2024
Q2 		$1.25M Buy
28,355
+708
+3% +$28.2K ﹤0.01% 954
2024
Q1 		$1.06M Sell
27,647
-8,154
-23% -$356K ﹤0.01% 1035
2023
Q4 		$1.71M Buy
35,801
+11,065
+45% +$472K 0.01% 789
2023
Q3 		$1M Sell
24,736
-3,265
-12% -$134K ﹤0.01% 967
2023
Q2 		$1.07M Buy
28,001
+8,305
+42% +$359K ﹤0.01% 913
2023
Q1 		$941K Buy
19,696
+2,104
+12% +$91.5K ﹤0.01% 926
2022
Q4 		$692K Buy
17,592
+1,767
+11% +$60.2K ﹤0.01% 1070
2022
Q3 		$544K Buy
15,825
+1,478
+10% +$50.1K ﹤0.01% 1144
2022
Q2 		$451K Sell
14,347
-1,084
-7% -$44.9K ﹤0.01% 1292
2022
Q1 		$845K Sell
15,431
-1,081
-7% -$61.7K ﹤0.01% 1009
2021
Q4 		$1.28M Buy
16,512
+5,126
+45% +$358K 0.01% 898
2021
Q3 		$784K Hold
11,386
– – ﹤0.01% 1030
2021
Q2 		$823K Sell
11,386
-629
-5% -$39.3K ﹤0.01% 959
2021
Q1 		$768K Sell
12,015
-1,280
-10% -$89.6K ﹤0.01% 982
2020
Q4 		$921K Buy
13,295
+721
+6% +$42.3K 0.01% 982
2020
Q3 		$621K Buy
12,574
+1,082
+9% +$52.2K ﹤0.01% 998
2020
Q2 		$585K Buy
11,492
+3,817
+50% +$194K 0.01% 953
2020
Q1 		$319K Buy
7,675
+2,199
+40% +$99.8K ﹤0.01% 1015
2019
Q4 		$246K Hold
5,476
– – ﹤0.01% 1227
2019
Q3 		$197K Buy
5,476
+3,175
+138% +$151K ﹤0.01% 1252
2019
Q2 		$111K Buy
+2,301
New +$97.8K ﹤0.01% 1562

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

Zurich Cantonal Bank's SMAR Position: Q1 2025 in Review

Zurich Cantonal Bank sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 35,057 shares — an estimated $1.96M sold.

Zurich Cantonal Bank first reported a position in SMAR in Q2 2019 and held it in 23 quarters. The position peaked at $1.96M in Q4 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Zurich Cantonal Bank reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Zurich Cantonal Bank sold 35,057 Smartsheet Inc. shares in Q1 2025, an estimated $1.96M.
  • Zurich Cantonal Bank first reported a position in Smartsheet Inc. in Q2 2019 and held it in 23 quarters.
  • Zurich Cantonal Bank's Smartsheet Inc. position peaked at $1.96M in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Zurich Cantonal Bank's 13F filing for Q1 2025, filed 7 May 2025.