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Acorn Financial Advisory Services’s Super Micro Computer SMCI Stock Holding History

Acorn Financial Advisory Services’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
Q4 		– Sell
-8,380
Closed -$230K – 254
2023
Q3 		$230K Sell
8,380
-23,660
-74% -$660K 0.04% 223
2023
Q2 		$799K Buy
+32,040
New +$537K 0.14% 103

Other funds holding SMCI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $5.91B AUM 53.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Acorn Financial Advisory Services's SMCI Position: Q4 2023 in Review

Acorn Financial Advisory Services sold out of Super Micro Computer (SMCI) in Q4 2023, closing a stake of 8,380 shares — an estimated $230K sold.

Acorn Financial Advisory Services first reported a position in SMCI in Q2 2023 and held it in 2 quarters. The position peaked at $799K in Q2 2023. 656 funds tracked by Wall St. Rank hold SMCI as of Q4 2023.

  • Acorn Financial Advisory Services reported no remaining Super Micro Computer position as of Q4 2023 after selling out during the quarter.
  • Acorn Financial Advisory Services sold 8,380 Super Micro Computer shares in Q4 2023, an estimated $230K.
  • Acorn Financial Advisory Services first reported a position in Super Micro Computer in Q2 2023 and held it in 2 quarters.
  • Acorn Financial Advisory Services's Super Micro Computer position peaked at $799K in Q2 2023.
  • 656 funds tracked by Wall St. Rank held Super Micro Computer as of Q4 2023.

Based on Acorn Financial Advisory Services's 13F filing for Q4 2023, filed 17 Jan 2024.