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Cetera Advisors’s Super Micro Computer SMCI Stock Holding History

Cetera Advisors’s Portfolio SMCI Stock Details SMCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$12.6M Buy
124,390
+85,570
+220% +$6.27M 0.1% 195
2023
Q4 		$1.1M Buy
38,820
+2,940
+8% +$81.5K 0.02% 739
2023
Q3 		$984K Buy
+35,880
New +$1M 0.02% 733

Other funds holding SMCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cetera Advisors's SMCI Position: Q1 2024 in Review

Cetera Advisors increased its Super Micro Computer (SMCI) stake by 220% in Q1 2024, buying an estimated $6.27M and bringing the position to 124,390 shares worth $12.6M. The position accounts for 0.1% of the portfolio, ranked #195.

Cetera Advisors first reported a position in SMCI in Q3 2023 and has held it in 3 quarters since. 925 funds tracked by Wall St. Rank hold SMCI as of Q1 2024.

  • Cetera Advisors held 124,390 shares of Super Micro Computer worth $12.6M as of Q1 2024.
  • Cetera Advisors bought 85,570 Super Micro Computer shares in Q1 2024, an estimated $6.27M.
  • Super Micro Computer made up 0.1% of Cetera Advisors's portfolio in Q1 2024, its #195 holding.
  • Cetera Advisors first reported a position in Super Micro Computer in Q3 2023 and has held it in 3 quarters since.
  • 925 funds tracked by Wall St. Rank held Super Micro Computer as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.