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IBEX Wealth Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

IBEX Wealth Advisors’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
2021
Q4 		– Sell
-600
Closed -$77K – 390
2021
Q3 		$77K Buy
+600
New +$79K 0.01% 240

Other funds holding SMH

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Twin Tree Management
Twin Tree Management Dallas, Texas $4.75B AUM 58.16% 1-Year Est. Return

IBEX Wealth Advisors's SMH Position: Q4 2021 in Review

IBEX Wealth Advisors sold out of VanEck Semiconductor ETF (SMH) in Q4 2021, closing a stake of 600 shares — an estimated $77K sold.

IBEX Wealth Advisors first reported a position in SMH in Q3 2021 and held it in 1 quarter. The position peaked at $77K in Q3 2021. 450 funds tracked by Wall St. Rank hold SMH as of Q4 2021.

  • IBEX Wealth Advisors reported no remaining VanEck Semiconductor ETF position as of Q4 2021 after selling out during the quarter.
  • IBEX Wealth Advisors sold 600 VanEck Semiconductor ETF shares in Q4 2021, an estimated $77K.
  • IBEX Wealth Advisors first reported a position in VanEck Semiconductor ETF in Q3 2021 and held it in 1 quarter.
  • IBEX Wealth Advisors's VanEck Semiconductor ETF position peaked at $77K in Q3 2021.
  • 450 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q4 2021.

Based on IBEX Wealth Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.