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FRG Family Wealth Advisors’s Super Micro Computer SMCI Stock Holding History

FRG Family 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
-130
Closed -$11.2K – 318
2024
Q1 		$11.2K Buy
+130
New +$9.53K ﹤0.01% 260

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
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
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

FRG Family Wealth Advisors's SMCI Position: Q2 2024 in Review

FRG Family Wealth Advisors sold out of Super Micro Computer (SMCI) in Q2 2024, closing a stake of 130 shares — an estimated $11.2K sold.

FRG Family Wealth Advisors first reported a position in SMCI in Q1 2024 and held it in 1 quarter. The position peaked at $11.2K in Q1 2024. 1,006 funds tracked by Wall St. Rank hold SMCI as of Q2 2024.

  • FRG Family Wealth Advisors reported no remaining Super Micro Computer position as of Q2 2024 after selling out during the quarter.
  • FRG Family Wealth Advisors sold 130 Super Micro Computer shares in Q2 2024, an estimated $11.2K.
  • FRG Family Wealth Advisors first reported a position in Super Micro Computer in Q1 2024 and held it in 1 quarter.
  • FRG Family Wealth Advisors's Super Micro Computer position peaked at $11.2K in Q1 2024.
  • 1,006 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2024.

Based on FRG Family Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.