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

Baystate 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
2023 Q4	$7.15K	Hold	40	–	–	﹤0.01%	802
2023 Q3	$5.89K	Hold	40	–	–	﹤0.01%	663
2023 Q2	$6.19K	Hold	40	–	–	﹤0.01%	662
2023 Q1	$5.35K	Hold	40	–	–	﹤0.01%	675
2022 Q4	$4K	Hold	40	–	–	﹤0.01%	715
2022 Q3	$4K	Hold	40	–	–	﹤0.01%	673
2022 Q2	$4K	Hold	40	–	–	﹤0.01%	693
2022 Q1	$5K	Hold	40	–	–	﹤0.01%	658
2021 Q4	$6K	Buy	+40	New	+$5.78K	﹤0.01%	632

Other funds holding SMH

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

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

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

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

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Baystate Wealth Management's SMH Position: Q4 2023 in Review

Baystate Wealth Management held its VanEck Semiconductor ETF (SMH) position steady in Q4 2023 at 40 shares worth $7.15K. The position accounts for ﹤0.01% of the portfolio, ranked #802.

Baystate Wealth Management first reported a position in SMH in Q4 2021 and has held it in 9 quarters since. 666 funds tracked by Wall St. Rank hold SMH as of Q4 2023.

Baystate Wealth Management held 40 shares of VanEck Semiconductor ETF worth $7.15K as of Q4 2023.
Baystate Wealth Management left its VanEck Semiconductor ETF share count unchanged in Q4 2023.
VanEck Semiconductor ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #802 holding.
Baystate Wealth Management first reported a position in VanEck Semiconductor ETF in Q4 2021 and has held it in 9 quarters since.
666 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.