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Financial Synergies Wealth Advisors’s Super Micro Computer SMCI Stock Holding History

Financial Synergies Wealth Advisors’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
Q2 		– Sell
-40
Closed -$4.04K – 402
2024
Q1 		$4.04K Buy
+40
New +$2.93K ﹤0.01% 284
2023
Q4 		– Sell
-50
Closed -$1.37K – 537
2023
Q3 		$1.37K Sell
50
-10
-17% -$279 ﹤0.01% 343
2023
Q2 		$1.5K Buy
+60
New +$1K ﹤0.01% 324

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
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Financial Synergies Wealth Advisors's SMCI Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Super Micro Computer (SMCI) in Q2 2024, closing a stake of 40 shares — an estimated $4.04K sold.

Financial Synergies Wealth Advisors first reported a position in SMCI in Q2 2023 and held it in 3 quarters. The position peaked at $4.04K in Q1 2024. 1,004 funds tracked by Wall St. Rank hold SMCI as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining Super Micro Computer position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 40 Super Micro Computer shares in Q2 2024, an estimated $4.04K.
  • Financial Synergies Wealth Advisors first reported a position in Super Micro Computer in Q2 2023 and held it in 3 quarters.
  • Financial Synergies Wealth Advisors's Super Micro Computer position peaked at $4.04K in Q1 2024.
  • 1,004 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.