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

Focused 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
2024 Q1	–	Sell	-124	Closed	-$21.7K	–	842
2023 Q4	$21.7K	Hold	124	–	–	﹤0.01%	428
2023 Q3	$18K	Hold	124	–	–	﹤0.01%	441
2023 Q2	$18.9K	Hold	124	–	–	﹤0.01%	441
2023 Q1	$16.3K	Sell	124 -238	-66%	-$28.5K	﹤0.01%	469
2022 Q4	$36.6K	Buy	+362	New	+$36.8K	0.01%	344
2022 Q2	–	Sell	-10	Closed	-$1K	–	1063
2022 Q1	$1K	Buy	+10	New	+$1.37K	﹤0.01%	928
2020 Q2	–	Sell	-800	Closed	-$47K	–	818
2020 Q1	$47K	Buy	+800	New	+$53.9K	0.01%	292

Other funds holding SMH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Focused Wealth Management's SMH Position: Q1 2024 in Review

Focused Wealth Management sold out of VanEck Semiconductor ETF (SMH) in Q1 2024, closing a stake of 124 shares — an estimated $21.7K sold.

Focused Wealth Management first reported a position in SMH in Q1 2020 and held it in 7 quarters. The position peaked at $47K in Q1 2020. 775 funds tracked by Wall St. Rank hold SMH as of Q1 2024.

Focused Wealth Management reported no remaining VanEck Semiconductor ETF position as of Q1 2024 after selling out during the quarter.
Focused Wealth Management sold 124 VanEck Semiconductor ETF shares in Q1 2024, an estimated $21.7K.
Focused Wealth Management first reported a position in VanEck Semiconductor ETF in Q1 2020 and held it in 7 quarters.
Focused Wealth Management's VanEck Semiconductor ETF position peaked at $47K in Q1 2020.
775 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.