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Foster Victor Wealth Advisors’s Super Micro Computer SMCI Stock Holding History

Foster Victor 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
Q3 		– Sell
-91,360
Closed -$8.01M – 199
2024
Q2 		$8.01M Buy
91,360
+14,480
+19% +$1.24M 0.67% 59
2024
Q1 		$7.21M Sell
76,880
-191,150
-71% -$14M 0.66% 63
2023
Q4 		$8.58M Buy
268,030
+68,560
+34% +$1.9M 0.88% 54
2023
Q3 		$5.78M Buy
+199,470
New +$5.56M 0.67% 59

Other funds holding SMCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

Foster Victor Wealth Advisors's SMCI Position: Q3 2024 in Review

Foster Victor Wealth Advisors sold out of Super Micro Computer (SMCI) in Q3 2024, closing a stake of 91,360 shares — an estimated $8.01M sold.

Foster Victor Wealth Advisors first reported a position in SMCI in Q3 2023 and held it in 4 quarters. The position peaked at $8.58M in Q4 2023. 698 funds tracked by Wall St. Rank hold SMCI as of Q3 2024.

  • Foster Victor Wealth Advisors reported no remaining Super Micro Computer position as of Q3 2024 after selling out during the quarter.
  • Foster Victor Wealth Advisors sold 91,360 Super Micro Computer shares in Q3 2024, an estimated $8.01M.
  • Foster Victor Wealth Advisors first reported a position in Super Micro Computer in Q3 2023 and held it in 4 quarters.
  • Foster Victor Wealth Advisors's Super Micro Computer position peaked at $8.58M in Q4 2023.
  • 698 funds tracked by Wall St. Rank held Super Micro Computer as of Q3 2024.

Based on Foster Victor Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.