Envestnet Portfolio Solutions
SEMI icon

Envestnet Portfolio Solutions’s Columbia Seligman Semiconductor and Technology ETF SEMI Stock Holding History

Envestnet Portfolio Solutions’s Portfolio SEMI Stock Details SEMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-7,968
Closed -$205K – 1791
2024
Q3 		$205K Hold
7,968
– – ﹤0.01% 1646
2024
Q2 		$218K Buy
+7,968
New +$206K ﹤0.01% 1547

Other funds holding SEMI

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
FA
Fermata Advisors Sonoma, California $495M AUM 20.19% 1-Year Est. Return
NLP
Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Envestnet Portfolio Solutions's SEMI Position: Q4 2024 in Review

Envestnet Portfolio Solutions sold out of Columbia Seligman Semiconductor and Technology ETF (SEMI) in Q4 2024, closing a stake of 7,968 shares — an estimated $205K sold.

Envestnet Portfolio Solutions first reported a position in SEMI in Q2 2024 and held it in 2 quarters. The position peaked at $218K in Q2 2024. 13 funds tracked by Wall St. Rank hold SEMI as of Q4 2024.

  • Envestnet Portfolio Solutions reported no remaining Columbia Seligman Semiconductor and Technology ETF position as of Q4 2024 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 7,968 Columbia Seligman Semiconductor and Technology ETF shares in Q4 2024, an estimated $205K.
  • Envestnet Portfolio Solutions first reported a position in Columbia Seligman Semiconductor and Technology ETF in Q2 2024 and held it in 2 quarters.
  • Envestnet Portfolio Solutions's Columbia Seligman Semiconductor and Technology ETF position peaked at $218K in Q2 2024.
  • 13 funds tracked by Wall St. Rank held Columbia Seligman Semiconductor and Technology ETF as of Q4 2024.

Based on Envestnet Portfolio Solutions's 13F filing for Q4 2024, filed 10 Feb 2025.