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CFS Investment Advisory Services’s VanEck Semiconductor ETF SMH Stock Holding History

CFS Investment Advisory Services’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
2021
Q4 		$220K Hold
1,600
– – 0.03% 207
2021
Q3 		$205K Buy
+1,600
New +$211K 0.03% 194

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Bank of America
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
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Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Twin Tree Management
Twin Tree Management Dallas, Texas $5.31B AUM 55.82% 1-Year Est. Return

CFS Investment Advisory Services's SMH Position: Q4 2021 in Review

CFS Investment Advisory Services held its VanEck Semiconductor ETF (SMH) position steady in Q4 2021 at 1,600 shares worth $220K. The position accounts for 0.03% of the portfolio, ranked #207.

CFS Investment Advisory Services first reported a position in SMH in Q3 2021 and has held it in 2 quarters since. 451 funds tracked by Wall St. Rank hold SMH as of Q4 2021.

  • CFS Investment Advisory Services held 1,600 shares of VanEck Semiconductor ETF worth $220K as of Q4 2021.
  • CFS Investment Advisory Services left its VanEck Semiconductor ETF share count unchanged in Q4 2021.
  • VanEck Semiconductor ETF made up 0.03% of CFS Investment Advisory Services's portfolio in Q4 2021, its #207 holding.
  • CFS Investment Advisory Services first reported a position in VanEck Semiconductor ETF in Q3 2021 and has held it in 2 quarters since.
  • 451 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q4 2021.

Based on CFS Investment Advisory Services's 13F filing for Q4 2021, filed 14 Feb 2022.