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Essential Planning’s Semtech SMTC Stock Holding History

Essential Planning’s Portfolio SMTC Stock Details SMTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-17,290
Closed -$911K – 259
2024
Q4 		$911K Buy
+17,290
New +$913K 0.01% 236

Other funds holding SMTC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WRCM
Whale Rock Capital Management Boston, Massachusetts $7.74B AUM 180.85% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Essential Planning's SMTC Position: Q1 2025 in Review

Essential Planning sold out of Semtech (SMTC) in Q1 2025, closing a stake of 17,290 shares — an estimated $911K sold.

Essential Planning first reported a position in SMTC in Q4 2024 and held it in 1 quarter. The position peaked at $911K in Q4 2024. 315 funds tracked by Wall St. Rank hold SMTC as of Q1 2025.

  • Essential Planning reported no remaining Semtech position as of Q1 2025 after selling out during the quarter.
  • Essential Planning sold 17,290 Semtech shares in Q1 2025, an estimated $911K.
  • Essential Planning first reported a position in Semtech in Q4 2024 and held it in 1 quarter.
  • Essential Planning's Semtech position peaked at $911K in Q4 2024.
  • 315 funds tracked by Wall St. Rank held Semtech as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.