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Laurel Wealth Advisors (California)’s VanEck Semiconductor ETF SMH Stock Holding History

Laurel Wealth Advisors (California)’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
Q3 		– Sell
-1,996
Closed -$203K – 667
2022
Q2 		$203K Buy
1,996
+40
+2% +$4.64K 0.02% 640
2022
Q1 		$264K Buy
1,956
+518
+36% +$70.9K 0.02% 629
2021
Q4 		$222K Buy
+1,438
New +$208K 0.02% 722

Other funds holding SMH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
AS
Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Twin Tree Management
Twin Tree Management Dallas, Texas $4.75B AUM 58.16% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Laurel Wealth Advisors (California)'s SMH Position: Q3 2022 in Review

Laurel Wealth Advisors (California) sold out of VanEck Semiconductor ETF (SMH) in Q3 2022, closing a stake of 1,996 shares — an estimated $203K sold.

Laurel Wealth Advisors (California) first reported a position in SMH in Q4 2021 and held it in 3 quarters. The position peaked at $264K in Q1 2022. 388 funds tracked by Wall St. Rank hold SMH as of Q3 2022.

  • Laurel Wealth Advisors (California) reported no remaining VanEck Semiconductor ETF position as of Q3 2022 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 1,996 VanEck Semiconductor ETF shares in Q3 2022, an estimated $203K.
  • Laurel Wealth Advisors (California) first reported a position in VanEck Semiconductor ETF in Q4 2021 and held it in 3 quarters.
  • Laurel Wealth Advisors (California)'s VanEck Semiconductor ETF position peaked at $264K in Q1 2022.
  • 388 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q3 2022, filed 14 Nov 2022.