FEM
SMH icon

Fulcrum Equity Management’s VanEck Semiconductor ETF SMH Stock Holding History

Fulcrum Equity 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
2022
Q1 		– Sell
-1,310
Closed -$202K – 175
2021
Q4 		$202K Buy
+1,310
New +$189K 0.08% 170

Other funds holding SMH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Fulcrum Equity Management's SMH Position: Q1 2022 in Review

Fulcrum Equity Management sold out of VanEck Semiconductor ETF (SMH) in Q1 2022, closing a stake of 1,310 shares — an estimated $202K sold.

Fulcrum Equity Management first reported a position in SMH in Q4 2021 and held it in 1 quarter. The position peaked at $202K in Q4 2021. 441 funds tracked by Wall St. Rank hold SMH as of Q1 2022.

  • Fulcrum Equity Management reported no remaining VanEck Semiconductor ETF position as of Q1 2022 after selling out during the quarter.
  • Fulcrum Equity Management sold 1,310 VanEck Semiconductor ETF shares in Q1 2022, an estimated $202K.
  • Fulcrum Equity Management first reported a position in VanEck Semiconductor ETF in Q4 2021 and held it in 1 quarter.
  • Fulcrum Equity Management's VanEck Semiconductor ETF position peaked at $202K in Q4 2021.
  • 441 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2022.

Based on Fulcrum Equity Management's 13F filing for Q1 2022, filed 15 Apr 2022.