Halpern Financial’s Semtech SMTC Stock Holding History

Halpern Financial’s Portfolio SMTC Stock Details SMTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-25	Closed	-$1.37K	–	302
2022 Q2	$1.37K	Buy	+25	New	+$1.51K	﹤0.01%	276

Other funds holding SMTC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Halpern Financial's SMTC Position: Q3 2022 in Review

Halpern Financial sold out of Semtech (SMTC) in Q3 2022, closing a stake of 25 shares — an estimated $1.37K sold.

Halpern Financial first reported a position in SMTC in Q2 2022 and held it in 1 quarter. The position peaked at $1.37K in Q2 2022. 278 funds tracked by Wall St. Rank hold SMTC as of Q3 2022.

Halpern Financial reported no remaining Semtech position as of Q3 2022 after selling out during the quarter.
Halpern Financial sold 25 Semtech shares in Q3 2022, an estimated $1.37K.
Halpern Financial first reported a position in Semtech in Q2 2022 and held it in 1 quarter.
Halpern Financial's Semtech position peaked at $1.37K in Q2 2022.
278 funds tracked by Wall St. Rank held Semtech as of Q3 2022.

Based on Halpern Financial's 13F filing for Q3 2022, filed 21 Sep 2023.