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

Dakota 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
Q3 		– Sell
-52,110
Closed -$4.27M – 766
2024
Q2 		$4.27M Buy
+52,110
New +$4.45M 0.1% 174
2024
Q1 		– Sell
-74,550
Closed -$2.12M – 780
2023
Q4 		$2.12M Buy
74,550
+56,510
+313% +$1.57M 0.08% 217
2023
Q3 		$495K Buy
+18,040
New +$503K 0.02% 401

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Dakota Wealth Management's SMCI Position: Q3 2024 in Review

Dakota Wealth Management sold out of Super Micro Computer (SMCI) in Q3 2024, closing a stake of 52,110 shares — an estimated $4.27M sold.

Dakota Wealth Management first reported a position in SMCI in Q3 2023 and held it in 3 quarters. The position peaked at $4.27M in Q2 2024. 695 funds tracked by Wall St. Rank hold SMCI as of Q3 2024.

  • Dakota Wealth Management reported no remaining Super Micro Computer position as of Q3 2024 after selling out during the quarter.
  • Dakota Wealth Management sold 52,110 Super Micro Computer shares in Q3 2024, an estimated $4.27M.
  • Dakota Wealth Management first reported a position in Super Micro Computer in Q3 2023 and held it in 3 quarters.
  • Dakota Wealth Management's Super Micro Computer position peaked at $4.27M in Q2 2024.
  • 695 funds tracked by Wall St. Rank held Super Micro Computer as of Q3 2024.

Based on Dakota Wealth Management's 13F filing for Q3 2024, filed 23 Oct 2024.