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Journey Advisory Group’s Super Micro Computer SMCI Stock Holding History

Journey Advisory Group’s Portfolio SMCI Stock Details SMCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-300
Closed -$246K – 286
2024
Q4 		$246K Sell
300
-2,700
-90% -$98.1K 0.03% 206
2024
Q3 		$246K Hold
3,000
– – 0.03% 206
2024
Q2 		$246K Hold
3,000
– – 0.03% 206
2024
Q1 		$303K Buy
+3,000
New +$220K 0.04% 198

Other funds holding SMCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Journey Advisory Group's SMCI Position: Q1 2025 in Review

Journey Advisory Group sold out of Super Micro Computer (SMCI) in Q1 2025, closing a stake of 300 shares — an estimated $246K sold.

Journey Advisory Group first reported a position in SMCI in Q1 2024 and held it in 4 quarters. The position peaked at $303K in Q1 2024. 760 funds tracked by Wall St. Rank hold SMCI as of Q1 2025.

  • Journey Advisory Group reported no remaining Super Micro Computer position as of Q1 2025 after selling out during the quarter.
  • Journey Advisory Group sold 300 Super Micro Computer shares in Q1 2025, an estimated $246K.
  • Journey Advisory Group first reported a position in Super Micro Computer in Q1 2024 and held it in 4 quarters.
  • Journey Advisory Group's Super Micro Computer position peaked at $303K in Q1 2024.
  • 760 funds tracked by Wall St. Rank held Super Micro Computer as of Q1 2025.

Based on Journey Advisory Group's 13F filing for Q1 2025, filed 13 May 2025.