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Glassman Wealth Services’s Super Micro Computer SMCI Stock Holding History

Glassman Wealth Services’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
Q1 		– Sell
-210
Closed -$5.97K – 1553
2023
Q4 		$5.97K Sell
210
-10
-5% -$277 ﹤0.01% 1027
2023
Q3 		$6.03K Hold
220
– – ﹤0.01% 1005
2023
Q2 		$5.48K Buy
220
+10
+5% +$168 ﹤0.01% 973
2023
Q1 		$2.24K Hold
210
– – ﹤0.01% 1207
2022
Q4 		$1.72K Buy
210
+100
+91% +$761 ﹤0.01% 1290
2022
Q3 		$1K Buy
110
+60
+120% +$342 ﹤0.01% 1522
2022
Q2 		$0 Sell
50
-140
-74% -$639 ﹤0.01% 1966
2022
Q1 		$1K Buy
190
+140
+280% +$579 ﹤0.01% 1512
2021
Q4 		$0 Hold
50
– – ﹤0.01% 1886
2021
Q3 		$0 Buy
+50
New +$181 ﹤0.01% 1788

Other funds holding SMCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Glassman Wealth Services's SMCI Position: Q1 2024 in Review

Glassman Wealth Services sold out of Super Micro Computer (SMCI) in Q1 2024, closing a stake of 210 shares — an estimated $5.97K sold.

Glassman Wealth Services first reported a position in SMCI in Q3 2021 and held it in 10 quarters. The position peaked at $6.03K in Q3 2023. 925 funds tracked by Wall St. Rank hold SMCI as of Q1 2024.

  • Glassman Wealth Services reported no remaining Super Micro Computer position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 210 Super Micro Computer shares in Q1 2024, an estimated $5.97K.
  • Glassman Wealth Services first reported a position in Super Micro Computer in Q3 2021 and held it in 10 quarters.
  • Glassman Wealth Services's Super Micro Computer position peaked at $6.03K in Q3 2023.
  • 925 funds tracked by Wall St. Rank held Super Micro Computer as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.