Baldwin Wealth Partners’s VanEck Semiconductor ETF SMH Stock Holding History

Baldwin Wealth Partners’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
2024 Q4	–	Sell	-50	Closed	-$12.3K	–	884
2024 Q3	$12.3K	Hold	50	–	–	﹤0.01%	763
2024 Q2	$13K	Hold	50	–	–	﹤0.01%	515
2024 Q1	$11.3K	Hold	50	–	–	﹤0.01%	544
2023 Q4	$8.74K	Hold	50	–	–	﹤0.01%	587
2023 Q3	$7.25K	Hold	50	–	–	﹤0.01%	598
2023 Q2	$7.61K	Hold	50	–	–	﹤0.01%	615
2023 Q1	$6.58K	Buy	+50	New	+$6K	﹤0.01%	655
2021 Q4	–	Sell	-82	Closed	-$11K	–	653
2021 Q3	$11K	Sell	82 -2,080	-96%	-$274K	﹤0.01%	512
2021 Q2	$283K	Hold	2,162	–	–	0.03%	167
2021 Q1	$263K	Buy	+2,162	New	+$256K	0.03%	159
2020 Q1	–	Sell	-1,380	Closed	-$98K	–	568
2019 Q4	$98K	Buy	+1,380	New	+$90.4K	0.01%	241

Other funds holding SMH

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

Baldwin Wealth Partners's SMH Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of VanEck Semiconductor ETF (SMH) in Q4 2024, closing a stake of 50 shares — an estimated $12.3K sold.

Baldwin Wealth Partners first reported a position in SMH in Q4 2019 and held it in 11 quarters. The position peaked at $283K in Q2 2021. 970 funds tracked by Wall St. Rank hold SMH as of Q4 2024.

Baldwin Wealth Partners reported no remaining VanEck Semiconductor ETF position as of Q4 2024 after selling out during the quarter.
Baldwin Wealth Partners sold 50 VanEck Semiconductor ETF shares in Q4 2024, an estimated $12.3K.
Baldwin Wealth Partners first reported a position in VanEck Semiconductor ETF in Q4 2019 and held it in 11 quarters.
Baldwin Wealth Partners's VanEck Semiconductor ETF position peaked at $283K in Q2 2021.
970 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.