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Forefront Wealth Management’s Super Micro Computer SMCI Stock Holding History

Forefront Wealth Management’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
2023
Q3 		– Sell
-33,890
Closed -$845K – 42
2023
Q2 		$845K Buy
+33,890
New +$568K 1.12% 27

Other funds holding SMCI

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
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Forefront Wealth Management's SMCI Position: Q3 2023 in Review

Forefront Wealth Management sold out of Super Micro Computer (SMCI) in Q3 2023, closing a stake of 33,890 shares — an estimated $845K sold.

Forefront Wealth Management first reported a position in SMCI in Q2 2023 and held it in 1 quarter. The position peaked at $845K in Q2 2023. 558 funds tracked by Wall St. Rank hold SMCI as of Q3 2023.

  • Forefront Wealth Management reported no remaining Super Micro Computer position as of Q3 2023 after selling out during the quarter.
  • Forefront Wealth Management sold 33,890 Super Micro Computer shares in Q3 2023, an estimated $845K.
  • Forefront Wealth Management first reported a position in Super Micro Computer in Q2 2023 and held it in 1 quarter.
  • Forefront Wealth Management's Super Micro Computer position peaked at $845K in Q2 2023.
  • 558 funds tracked by Wall St. Rank held Super Micro Computer as of Q3 2023.

Based on Forefront Wealth Management's 13F filing for Q3 2023, filed 6 Nov 2023.