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Lee Financial’s VanEck Semiconductor ETF SMH Stock Holding History

Lee Financial’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
Q1 		– Sell
-52
Closed -$9.09K – 712
2023
Q4 		$9.09K Hold
52
– – ﹤0.01% 448
2023
Q3 		$7.54K Buy
+52
New +$7.88K ﹤0.01% 451

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Lee Financial's SMH Position: Q1 2024 in Review

Lee Financial sold out of VanEck Semiconductor ETF (SMH) in Q1 2024, closing a stake of 52 shares — an estimated $9.09K sold.

Lee Financial first reported a position in SMH in Q3 2023 and held it in 2 quarters. The position peaked at $9.09K in Q4 2023. 775 funds tracked by Wall St. Rank hold SMH as of Q1 2024.

  • Lee Financial reported no remaining VanEck Semiconductor ETF position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 52 VanEck Semiconductor ETF shares in Q1 2024, an estimated $9.09K.
  • Lee Financial first reported a position in VanEck Semiconductor ETF in Q3 2023 and held it in 2 quarters.
  • Lee Financial's VanEck Semiconductor ETF position peaked at $9.09K in Q4 2023.
  • 775 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.