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

Austin 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
2024
Q1 		– Sell
-11,500
Closed -$924K – 125
2023
Q4 		$924K Buy
+11,500
New +$319K 0.25% 51

Other funds holding SMCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Austin Wealth Management's SMCI Position: Q1 2024 in Review

Austin Wealth Management sold out of Super Micro Computer (SMCI) in Q1 2024, closing a stake of 11,500 shares — an estimated $924K sold.

Austin Wealth Management first reported a position in SMCI in Q4 2023 and held it in 1 quarter. The position peaked at $924K in Q4 2023. 924 funds tracked by Wall St. Rank hold SMCI as of Q1 2024.

  • Austin Wealth Management reported no remaining Super Micro Computer position as of Q1 2024 after selling out during the quarter.
  • Austin Wealth Management sold 11,500 Super Micro Computer shares in Q1 2024, an estimated $924K.
  • Austin Wealth Management first reported a position in Super Micro Computer in Q4 2023 and held it in 1 quarter.
  • Austin Wealth Management's Super Micro Computer position peaked at $924K in Q4 2023.
  • 924 funds tracked by Wall St. Rank held Super Micro Computer as of Q1 2024.

Based on Austin Wealth Management's 13F filing for Q1 2024, filed 23 May 2024.