High Net Worth Advisory Group’s VanEck Semiconductor ETF SMH Stock Holding History

High Net Worth Advisory Group’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 Q4	–	Sell	-180	Closed	-$17K	–	686
2022 Q3	$17K	Hold	180	–	–	0.01%	476
2022 Q2	$18K	Hold	180	–	–	0.01%	471
2022 Q1	$24K	Buy	+180	New	+$24.7K	0.01%	430

Other funds holding SMH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

High Net Worth Advisory Group's SMH Position: Q4 2022 in Review

High Net Worth Advisory Group sold out of VanEck Semiconductor ETF (SMH) in Q4 2022, closing a stake of 180 shares — an estimated $17K sold.

High Net Worth Advisory Group first reported a position in SMH in Q1 2022 and held it in 3 quarters. The position peaked at $24K in Q1 2022. 430 funds tracked by Wall St. Rank hold SMH as of Q4 2022.

High Net Worth Advisory Group reported no remaining VanEck Semiconductor ETF position as of Q4 2022 after selling out during the quarter.
High Net Worth Advisory Group sold 180 VanEck Semiconductor ETF shares in Q4 2022, an estimated $17K.
High Net Worth Advisory Group first reported a position in VanEck Semiconductor ETF in Q1 2022 and held it in 3 quarters.
High Net Worth Advisory Group's VanEck Semiconductor ETF position peaked at $24K in Q1 2022.
430 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q4 2022.

Based on High Net Worth Advisory Group's 13F filing for Q4 2022, filed 14 Feb 2023.