HFS
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HBC Financial Services’s VanEck Semiconductor ETF SMH Stock Holding History

HBC Financial Services’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
2024
Q4 		$1K Sell
5
-210
-98% -$52.1K ﹤0.01% 180
2024
Q3 		$53K Hold
215
– – 0.03% 76
2024
Q2 		$51K Buy
+215
New +$50.4K 0.03% 75

Other funds holding SMH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return

HBC Financial Services's SMH Position: Q4 2024 in Review

HBC Financial Services reduced its VanEck Semiconductor ETF (SMH) stake by 98% in Q4 2024, selling an estimated $52.1K and leaving 5 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #180.

HBC Financial Services first reported a position in SMH in Q2 2024 and has held it in 3 quarters since. The position peaked at $53K in Q3 2024. 970 funds tracked by Wall St. Rank hold SMH as of Q4 2024.

  • HBC Financial Services held 5 shares of VanEck Semiconductor ETF worth $1K as of Q4 2024.
  • HBC Financial Services sold 210 VanEck Semiconductor ETF shares in Q4 2024, an estimated $52.1K.
  • VanEck Semiconductor ETF made up ﹤0.01% of HBC Financial Services's portfolio in Q4 2024, its #180 holding.
  • HBC Financial Services first reported a position in VanEck Semiconductor ETF in Q2 2024 and has held it in 3 quarters since.
  • HBC Financial Services's VanEck Semiconductor ETF position peaked at $53K in Q3 2024.
  • 970 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q4 2024.

Based on HBC Financial Services's 13F filing for Q4 2024, filed 16 Jan 2025.