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Balboa Wealth Partners’s Super Micro Computer SMCI Stock Holding History

Balboa Wealth Partners’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
Q2 		– Sell
-2,260
Closed -$228K – 338
2024
Q1 		$228K Sell
2,260
-10,240
-82% -$750K 0.07% 202
2023
Q4 		$355K Buy
12,500
+1,740
+16% +$48.2K 0.12% 140
2023
Q3 		$295K Sell
10,760
-5,730
-35% -$160K 0.11% 156
2023
Q2 		$411K Buy
+16,490
New +$276K 0.14% 129

Other funds holding SMCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Balboa Wealth Partners's SMCI Position: Q2 2024 in Review

Balboa Wealth Partners sold out of Super Micro Computer (SMCI) in Q2 2024, closing a stake of 2,260 shares — an estimated $228K sold.

Balboa Wealth Partners first reported a position in SMCI in Q2 2023 and held it in 4 quarters. The position peaked at $411K in Q2 2023. 1,004 funds tracked by Wall St. Rank hold SMCI as of Q2 2024.

  • Balboa Wealth Partners reported no remaining Super Micro Computer position as of Q2 2024 after selling out during the quarter.
  • Balboa Wealth Partners sold 2,260 Super Micro Computer shares in Q2 2024, an estimated $228K.
  • Balboa Wealth Partners first reported a position in Super Micro Computer in Q2 2023 and held it in 4 quarters.
  • Balboa Wealth Partners's Super Micro Computer position peaked at $411K in Q2 2023.
  • 1,004 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2024.

Based on Balboa Wealth Partners's 13F filing for Q2 2024, filed 13 Aug 2024.