CWA
SMCI icon

Clearview Wealth Advisors’s Super Micro Computer SMCI Stock Holding History

Clearview Wealth 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
2023
Q3 		– Sell
-100
Closed -$2.49K – 545
2023
Q2 		$2.49K Buy
+100
New +$1.68K ﹤0.01% 504

Other funds holding SMCI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Clearview Wealth Advisors's SMCI Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Super Micro Computer (SMCI) in Q3 2023, closing a stake of 100 shares — an estimated $2.49K sold.

Clearview Wealth Advisors first reported a position in SMCI in Q2 2023 and held it in 1 quarter. The position peaked at $2.49K in Q2 2023. 558 funds tracked by Wall St. Rank hold SMCI as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Super Micro Computer position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 100 Super Micro Computer shares in Q3 2023, an estimated $2.49K.
  • Clearview Wealth Advisors first reported a position in Super Micro Computer in Q2 2023 and held it in 1 quarter.
  • Clearview Wealth Advisors's Super Micro Computer position peaked at $2.49K in Q2 2023.
  • 558 funds tracked by Wall St. Rank held Super Micro Computer as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.