Capital Wealth Planning’s VanEck Semiconductor ETF SMH Stock Holding History

Capital Wealth Planning’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 Q1	–	Sell	-29,078	Closed	-$5.08M	–	162
2023 Q4	$5.08M	Buy	+29,078	New	+$4.55M	0.06%	37

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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

LPL Financial San Diego, California $377B AUM 19.32% 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

Capital Wealth Planning's SMH Position: Q1 2024 in Review

Capital Wealth Planning sold out of VanEck Semiconductor ETF (SMH) in Q1 2024, closing a stake of 29,078 shares — an estimated $5.08M sold.

Capital Wealth Planning first reported a position in SMH in Q4 2023 and held it in 1 quarter. The position peaked at $5.08M in Q4 2023. 775 funds tracked by Wall St. Rank hold SMH as of Q1 2024.

Capital Wealth Planning reported no remaining VanEck Semiconductor ETF position as of Q1 2024 after selling out during the quarter.
Capital Wealth Planning sold 29,078 VanEck Semiconductor ETF shares in Q1 2024, an estimated $5.08M.
Capital Wealth Planning first reported a position in VanEck Semiconductor ETF in Q4 2023 and held it in 1 quarter.
Capital Wealth Planning's VanEck Semiconductor ETF position peaked at $5.08M in Q4 2023.
775 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2024.

Based on Capital Wealth Planning's 13F filing for Q1 2024, filed 7 May 2024.