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

Heritage 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
2022
Q3 		– Sell
-10
Closed -$1K – 406
2022
Q2 		$1K Buy
+10
New +$1.16K ﹤0.01% 484

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CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Twin Tree Management
Twin Tree Management Dallas, Texas $4.75B AUM 58.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Heritage Financial Services's SMH Position: Q3 2022 in Review

Heritage Financial Services sold out of VanEck Semiconductor ETF (SMH) in Q3 2022, closing a stake of 10 shares — an estimated $1K sold.

Heritage Financial Services first reported a position in SMH in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 388 funds tracked by Wall St. Rank hold SMH as of Q3 2022.

  • Heritage Financial Services reported no remaining VanEck Semiconductor ETF position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 10 VanEck Semiconductor ETF shares in Q3 2022, an estimated $1K.
  • Heritage Financial Services first reported a position in VanEck Semiconductor ETF in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's VanEck Semiconductor ETF position peaked at $1K in Q2 2022.
  • 388 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.