Kelly Lawrence W & Associates’s VanEck Semiconductor ETF SMH Stock Holding History

Kelly Lawrence W & Associates’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	-3,100	Closed	-$287K	–	176
2022 Q3	$287K	Hold	3,100	–	–	0.08%	74
2022 Q2	$316K	Buy	+3,100	New	+$360K	0.09%	73

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

Kelly Lawrence W & Associates's SMH Position: Q4 2022 in Review

Kelly Lawrence W & Associates sold out of VanEck Semiconductor ETF (SMH) in Q4 2022, closing a stake of 3,100 shares — an estimated $287K sold.

Kelly Lawrence W & Associates first reported a position in SMH in Q2 2022 and held it in 2 quarters. The position peaked at $316K in Q2 2022. 430 funds tracked by Wall St. Rank hold SMH as of Q4 2022.

Kelly Lawrence W & Associates reported no remaining VanEck Semiconductor ETF position as of Q4 2022 after selling out during the quarter.
Kelly Lawrence W & Associates sold 3,100 VanEck Semiconductor ETF shares in Q4 2022, an estimated $287K.
Kelly Lawrence W & Associates first reported a position in VanEck Semiconductor ETF in Q2 2022 and held it in 2 quarters.
Kelly Lawrence W & Associates's VanEck Semiconductor ETF position peaked at $316K in Q2 2022.
430 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q4 2022.

Based on Kelly Lawrence W & Associates's 13F filing for Q4 2022, filed 14 Feb 2023.