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Connecticut Wealth Management’s Super Micro Computer SMCI Stock Holding History

Connecticut Wealth Management’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
-18,610
Closed -$775K – 305
2024
Q3 		$775K Sell
18,610
-150
-0.8% -$9.13K 0.04% 181
2024
Q2 		$1.54M Buy
18,760
+300
+2% +$25.6K 0.08% 113
2024
Q1 		$1.86M Sell
18,460
-1,540
-8% -$113K 0.1% 97
2023
Q4 		$569K Buy
+20,000
New +$554K 0.03% 197

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

Connecticut Wealth Management's SMCI Position: Q4 2024 in Review

Connecticut Wealth Management sold out of Super Micro Computer (SMCI) in Q4 2024, closing a stake of 18,610 shares — an estimated $775K sold.

Connecticut Wealth Management first reported a position in SMCI in Q4 2023 and held it in 4 quarters. The position peaked at $1.86M in Q1 2024. 696 funds tracked by Wall St. Rank hold SMCI as of Q4 2024.

  • Connecticut Wealth Management reported no remaining Super Micro Computer position as of Q4 2024 after selling out during the quarter.
  • Connecticut Wealth Management sold 18,610 Super Micro Computer shares in Q4 2024, an estimated $775K.
  • Connecticut Wealth Management first reported a position in Super Micro Computer in Q4 2023 and held it in 4 quarters.
  • Connecticut Wealth Management's Super Micro Computer position peaked at $1.86M in Q1 2024.
  • 696 funds tracked by Wall St. Rank held Super Micro Computer as of Q4 2024.

Based on Connecticut Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.