Core Wealth Advisors (Florida)’s VanEck Semiconductor ETF SMH Stock Holding History

Core Wealth Advisors (Florida)’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
2024 Q2	–	Sell	-164	Closed	-$36.9K	–	210
2024 Q1	$36.9K	Hold	164	–	–	0.01%	112
2023 Q4	$28.7K	Hold	164	–	–	0.01%	119
2023 Q3	$23.8K	Hold	164	–	–	0.01%	105
2023 Q2	$25K	Hold	164	–	–	0.01%	102
2023 Q1	$21.6K	Hold	164	–	–	0.01%	108
2022 Q4	$16.6K	Hold	164	–	–	0.01%	127
2022 Q3	$15K	Hold	164	–	–	0.01%	121
2022 Q2	$17K	Hold	164	–	–	0.01%	115
2022 Q1	$22K	Hold	164	–	–	0.01%	113
2021 Q4	$25K	Hold	164	–	–	0.01%	121
2021 Q3	$21K	Hold	164	–	–	0.01%	109
2021 Q2	$22K	Hold	164	–	–	0.01%	101
2021 Q1	$20K	Hold	164	–	–	0.02%	96
2020 Q4	$18K	Hold	164	–	–	0.02%	98
2020 Q3	$14K	Buy	+164	New	+$13.7K	0.01%	92

Other funds holding SMH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Core Wealth Advisors (Florida)'s SMH Position: Q2 2024 in Review

Core Wealth Advisors (Florida) sold out of VanEck Semiconductor ETF (SMH) in Q2 2024, closing a stake of 164 shares — an estimated $36.9K sold.

Core Wealth Advisors (Florida) first reported a position in SMH in Q3 2020 and held it in 15 quarters. The position peaked at $36.9K in Q1 2024. 857 funds tracked by Wall St. Rank hold SMH as of Q2 2024.

Core Wealth Advisors (Florida) reported no remaining VanEck Semiconductor ETF position as of Q2 2024 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 164 VanEck Semiconductor ETF shares in Q2 2024, an estimated $36.9K.
Core Wealth Advisors (Florida) first reported a position in VanEck Semiconductor ETF in Q3 2020 and held it in 15 quarters.
Core Wealth Advisors (Florida)'s VanEck Semiconductor ETF position peaked at $36.9K in Q1 2024.
857 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2024.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2024, filed 15 Aug 2024.