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Guardian Wealth Management (Illinois)’s VanEck Semiconductor ETF SMH Stock Holding History

Guardian Wealth Management (Illinois)’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
2023
Q1 		– Sell
-1,942
Closed -$197K – 250
2022
Q4 		$197K Buy
+1,942
New +$197K 0.19% 78

Other funds holding SMH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s SMH Position: Q1 2023 in Review

Guardian Wealth Management (Illinois) sold out of VanEck Semiconductor ETF (SMH) in Q1 2023, closing a stake of 1,942 shares — an estimated $197K sold.

Guardian Wealth Management (Illinois) first reported a position in SMH in Q4 2022 and held it in 1 quarter. The position peaked at $197K in Q4 2022. 483 funds tracked by Wall St. Rank hold SMH as of Q1 2023.

  • Guardian Wealth Management (Illinois) reported no remaining VanEck Semiconductor ETF position as of Q1 2023 after selling out during the quarter.
  • Guardian Wealth Management (Illinois) sold 1,942 VanEck Semiconductor ETF shares in Q1 2023, an estimated $197K.
  • Guardian Wealth Management (Illinois) first reported a position in VanEck Semiconductor ETF in Q4 2022 and held it in 1 quarter.
  • Guardian Wealth Management (Illinois)'s VanEck Semiconductor ETF position peaked at $197K in Q4 2022.
  • 483 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2023.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q1 2023, filed 9 May 2023.