Burleson & Co’s VanEck Semiconductor ETF SMH Stock Holding History

Burleson & Co’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 Q4	–	Sell	-54	Closed	-$5K	–	450
2022 Q3	$5K	Buy	+54	New	+$5.89K	﹤0.01%	315

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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Burleson & Co's SMH Position: Q4 2022 in Review

Burleson & Co sold out of VanEck Semiconductor ETF (SMH) in Q4 2022, closing a stake of 54 shares — an estimated $5K sold.

Burleson & Co first reported a position in SMH in Q3 2022 and held it in 1 quarter. The position peaked at $5K in Q3 2022. 430 funds tracked by Wall St. Rank hold SMH as of Q4 2022.

Burleson & Co reported no remaining VanEck Semiconductor ETF position as of Q4 2022 after selling out during the quarter.
Burleson & Co sold 54 VanEck Semiconductor ETF shares in Q4 2022, an estimated $5K.
Burleson & Co first reported a position in VanEck Semiconductor ETF in Q3 2022 and held it in 1 quarter.
Burleson & Co's VanEck Semiconductor ETF position peaked at $5K in Q3 2022.
430 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.