CTC
SMCI icon

Cetera Trust Company’s Super Micro Computer SMCI Stock Holding History

Cetera Trust Company’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
Q4 		– Sell
-310
Closed -$12.9K – 397
2024
Q3 		$12.9K Hold
310
– – 0.01% 281
2024
Q2 		$25.4K Hold
310
– – 0.02% 252
2024
Q1 		$31.3K Hold
310
– – 0.02% 246
2023
Q4 		$8.81K Buy
+310
New +$8.59K 0.01% 303

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Trust Company's SMCI Position: Q4 2024 in Review

Cetera Trust Company sold out of Super Micro Computer (SMCI) in Q4 2024, closing a stake of 310 shares — an estimated $12.9K sold.

Cetera Trust Company first reported a position in SMCI in Q4 2023 and held it in 4 quarters. The position peaked at $31.3K in Q1 2024. 696 funds tracked by Wall St. Rank hold SMCI as of Q4 2024.

  • Cetera Trust Company reported no remaining Super Micro Computer position as of Q4 2024 after selling out during the quarter.
  • Cetera Trust Company sold 310 Super Micro Computer shares in Q4 2024, an estimated $12.9K.
  • Cetera Trust Company first reported a position in Super Micro Computer in Q4 2023 and held it in 4 quarters.
  • Cetera Trust Company's Super Micro Computer position peaked at $31.3K in Q1 2024.
  • 696 funds tracked by Wall St. Rank held Super Micro Computer as of Q4 2024.

Based on Cetera Trust Company's 13F filing for Q4 2024, filed 17 Jan 2025.