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CFM Wealth Partners’s VanEck Semiconductor ETF SMH Stock Holding History

CFM Wealth Partners’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
Q3 		– Sell
-400
Closed -$30K – 411
2020
Q2 		$30K Buy
400
+200
+100% +$13.7K 0.01% 324
2020
Q1 		$12K Hold
200
– – 0.01% 416
2019
Q4 		$15K Buy
+200
New +$13.1K 0.01% 385

Other funds holding SMH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

CFM Wealth Partners's SMH Position: Q3 2020 in Review

CFM Wealth Partners sold out of VanEck Semiconductor ETF (SMH) in Q3 2020, closing a stake of 400 shares — an estimated $30K sold.

CFM Wealth Partners first reported a position in SMH in Q4 2019 and held it in 3 quarters. The position peaked at $30K in Q2 2020. 237 funds tracked by Wall St. Rank hold SMH as of Q3 2020.

  • CFM Wealth Partners reported no remaining VanEck Semiconductor ETF position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 400 VanEck Semiconductor ETF shares in Q3 2020, an estimated $30K.
  • CFM Wealth Partners first reported a position in VanEck Semiconductor ETF in Q4 2019 and held it in 3 quarters.
  • CFM Wealth Partners's VanEck Semiconductor ETF position peaked at $30K in Q2 2020.
  • 237 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.