Bedel Financial Consulting’s VanEck Semiconductor ETF SMH Stock Holding History

Bedel Financial Consulting’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
2022 Q2	–	Sell	-266	Closed	-$36K	–	776
2022 Q1	$36K	Hold	266	–	–	0.01%	452
2021 Q4	$41K	Hold	266	–	–	0.01%	432
2021 Q3	$34K	Hold	266	–	–	0.01%	450
2021 Q2	$35K	Hold	266	–	–	0.01%	448
2021 Q1	$32K	Hold	266	–	–	0.01%	443
2020 Q4	$29K	Hold	266	–	–	0.01%	398
2020 Q3	$23K	Hold	266	–	–	0.01%	408
2020 Q2	$20K	Hold	266	–	–	0.01%	409
2020 Q1	$16K	Hold	266	–	–	0.01%	417
2019 Q4	$19K	Buy	266 +2	+0.8%	+$131	0.01%	411
2019 Q3	$16K	Hold	264	–	–	0.01%	417
2019 Q2	$15K	Hold	264	–	–	0.01%	427
2019 Q1	$14K	Hold	264	–	–	0.01%	440
2018 Q4	$12K	Hold	264	–	–	0.01%	437
2018 Q3	$13K	Hold	264	–	–	0.01%	447
2018 Q2	$14K	Hold	264	–	–	0.01%	439
2018 Q1	$14K	Buy	+264	New	+$13.9K	0.01%	430

Other funds holding SMH

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

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

Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Bedel Financial Consulting's SMH Position: Q2 2022 in Review

Bedel Financial Consulting sold out of VanEck Semiconductor ETF (SMH) in Q2 2022, closing a stake of 266 shares — an estimated $36K sold.

Bedel Financial Consulting first reported a position in SMH in Q1 2018 and held it in 17 quarters. The position peaked at $41K in Q4 2021. 422 funds tracked by Wall St. Rank hold SMH as of Q2 2022.

Bedel Financial Consulting reported no remaining VanEck Semiconductor ETF position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 266 VanEck Semiconductor ETF shares in Q2 2022, an estimated $36K.
Bedel Financial Consulting first reported a position in VanEck Semiconductor ETF in Q1 2018 and held it in 17 quarters.
Bedel Financial Consulting's VanEck Semiconductor ETF position peaked at $41K in Q4 2021.
422 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.