Altavista Wealth Management’s VanEck Semiconductor ETF SMH Stock Holding History

Altavista Wealth Management’s Portfolio SMH Stock Details SMH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$208K	Buy	+1,350	New	+$195K	0.04%	185
2021 Q3	–	Sell	-2,110	Closed	-$277K	–	185
2021 Q2	$277K	Buy	2,110 +380	+22%	+$46.9K	0.06%	162
2021 Q1	$211K	Buy	+1,730	New	+$205K	0.05%	169

Other funds holding SMH

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Twin Tree Management Dallas, Texas $4.75B AUM 58.16% 1-Year Est. Return

Altavista Wealth Management's SMH Position: Q4 2021 in Review

Altavista Wealth Management opened a new position in VanEck Semiconductor ETF (SMH) in Q4 2021: 1,350 shares worth $208K. The stake represents 0.04% of the portfolio and ranks #185 among its holdings. This is a return to the name: Altavista Wealth Management previously reported a position in SMH as recently as Q2 2021.

Altavista Wealth Management first reported a position in SMH in Q1 2021 and has held it in 3 quarters since. The position peaked at $277K in Q2 2021. 451 funds tracked by Wall St. Rank hold SMH as of Q4 2021.

Altavista Wealth Management held 1,350 shares of VanEck Semiconductor ETF worth $208K as of Q4 2021.
VanEck Semiconductor ETF was a new Altavista Wealth Management position in Q4 2021.
VanEck Semiconductor ETF made up 0.04% of Altavista Wealth Management's portfolio in Q4 2021, its #185 holding.
Altavista Wealth Management first reported a position in VanEck Semiconductor ETF in Q1 2021 and has held it in 3 quarters since.
Altavista Wealth Management's VanEck Semiconductor ETF position peaked at $277K in Q2 2021.
451 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q4 2021.

Based on Altavista Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.