AWM
SMCI icon

Accurate Wealth Management’s Super Micro Computer SMCI Stock Holding History

Accurate Wealth Management’s Portfolio SMCI Stock Details SMCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-860
Closed -$6.74K – 1231
2022
Q4 		$6.74K Buy
+860
New +$6.55K ﹤0.01% 958

Other funds holding SMCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WHCM
Wolf Hill Capital Management Greenwich, Connecticut $1.03B AUM 80.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Accurate Wealth Management's SMCI Position: Q1 2023 in Review

Accurate Wealth Management sold out of Super Micro Computer (SMCI) in Q1 2023, closing a stake of 860 shares — an estimated $6.74K sold.

Accurate Wealth Management first reported a position in SMCI in Q4 2022 and held it in 1 quarter. The position peaked at $6.74K in Q4 2022. 360 funds tracked by Wall St. Rank hold SMCI as of Q1 2023.

  • Accurate Wealth Management reported no remaining Super Micro Computer position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 860 Super Micro Computer shares in Q1 2023, an estimated $6.74K.
  • Accurate Wealth Management first reported a position in Super Micro Computer in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Super Micro Computer position peaked at $6.74K in Q4 2022.
  • 360 funds tracked by Wall St. Rank held Super Micro Computer as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.