KerberRose Wealth Management’s VanEck Semiconductor ETF SMH Stock Holding History

KerberRose Wealth 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
2022 Q2	$1.51M	Buy	+14,848	New	+$1.72M	1.23%	19

Other funds holding SMH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

Altshuler Shaham Tel Aviv, Israel $8.04B AUM 44.04% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Twin Tree Management Dallas, Texas $5.31B AUM 55.82% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

KerberRose Wealth Management's SMH Position: Q2 2022 in Review

KerberRose Wealth Management opened a new position in VanEck Semiconductor ETF (SMH) in Q2 2022: 14,848 shares worth $1.51M. The stake represents 1.23% of the portfolio and ranks #19 among its holdings.

422 funds tracked by Wall St. Rank hold SMH as of Q2 2022.

KerberRose Wealth Management held 14,848 shares of VanEck Semiconductor ETF worth $1.51M as of Q2 2022.
VanEck Semiconductor ETF was a new KerberRose Wealth Management position in Q2 2022.
VanEck Semiconductor ETF made up 1.23% of KerberRose Wealth Management's portfolio in Q2 2022, its #19 holding.
422 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2022.

Based on KerberRose Wealth Management's 13F filing for Q2 2022, filed 11 Aug 2022.