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Doyle Wealth Management’s VanEck Semiconductor ETF SMH Stock Holding History

Doyle Wealth Management’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
2022
Q1 		– Sell
-1,454
Closed -$225K – 257
2021
Q4 		$225K Buy
+1,454
New +$210K 0.02% 215

Other funds holding SMH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Doyle Wealth Management's SMH Position: Q1 2022 in Review

Doyle Wealth Management sold out of VanEck Semiconductor ETF (SMH) in Q1 2022, closing a stake of 1,454 shares — an estimated $225K sold.

Doyle Wealth Management first reported a position in SMH in Q4 2021 and held it in 1 quarter. The position peaked at $225K in Q4 2021. 441 funds tracked by Wall St. Rank hold SMH as of Q1 2022.

  • Doyle Wealth Management reported no remaining VanEck Semiconductor ETF position as of Q1 2022 after selling out during the quarter.
  • Doyle Wealth Management sold 1,454 VanEck Semiconductor ETF shares in Q1 2022, an estimated $225K.
  • Doyle Wealth Management first reported a position in VanEck Semiconductor ETF in Q4 2021 and held it in 1 quarter.
  • Doyle Wealth Management's VanEck Semiconductor ETF position peaked at $225K in Q4 2021.
  • 441 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2022.

Based on Doyle Wealth Management's 13F filing for Q1 2022, filed 13 May 2022.