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

BerganKDV 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
2020
Q2 		– Sell
-400
Closed -$23K – 1080
2020
Q1 		$23K Buy
+400
New +$27K ﹤0.01% 406

Other funds holding SMH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BerganKDV Wealth Management's SMH Position: Q2 2020 in Review

BerganKDV Wealth Management sold out of VanEck Semiconductor ETF (SMH) in Q2 2020, closing a stake of 400 shares — an estimated $23K sold.

BerganKDV Wealth Management first reported a position in SMH in Q1 2020 and held it in 1 quarter. The position peaked at $23K in Q1 2020. 214 funds tracked by Wall St. Rank hold SMH as of Q2 2020.

  • BerganKDV Wealth Management reported no remaining VanEck Semiconductor ETF position as of Q2 2020 after selling out during the quarter.
  • BerganKDV Wealth Management sold 400 VanEck Semiconductor ETF shares in Q2 2020, an estimated $23K.
  • BerganKDV Wealth Management first reported a position in VanEck Semiconductor ETF in Q1 2020 and held it in 1 quarter.
  • BerganKDV Wealth Management's VanEck Semiconductor ETF position peaked at $23K in Q1 2020.
  • 214 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2020.

Based on BerganKDV Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.