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Institutional & Family Asset Management’s VanEck Semiconductor ETF SMH Stock Holding History

Institutional & Family Asset Management’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
Q2 		$261 Hold
1
– – ﹤0.01% 726
2024
Q1 		$225 Buy
+1
New +$201 ﹤0.01% 716
2022
Q1 		– Sell
-90
Closed -$14K – 834
2021
Q4 		$14K Buy
+90
New +$13K ﹤0.01% 408

Other funds holding SMH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Squarepoint
Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Institutional & Family Asset Management's SMH Position: Q2 2024 in Review

Institutional & Family Asset Management held its VanEck Semiconductor ETF (SMH) position steady in Q2 2024 at 1 share worth $261. The position accounts for ﹤0.01% of the portfolio, ranked #726.

Institutional & Family Asset Management first reported a position in SMH in Q4 2021 and has held it in 3 quarters since. The position peaked at $14K in Q4 2021. 857 funds tracked by Wall St. Rank hold SMH as of Q2 2024.

  • Institutional & Family Asset Management held 1 share of VanEck Semiconductor ETF worth $261 as of Q2 2024.
  • Institutional & Family Asset Management left its VanEck Semiconductor ETF share count unchanged in Q2 2024.
  • VanEck Semiconductor ETF made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #726 holding.
  • Institutional & Family Asset Management first reported a position in VanEck Semiconductor ETF in Q4 2021 and has held it in 3 quarters since.
  • Institutional & Family Asset Management's VanEck Semiconductor ETF position peaked at $14K in Q4 2021.
  • 857 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.