LWM Advisory Services’s VanEck Semiconductor ETF SMH Stock Holding History

LWM Advisory Services’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
2023 Q4	–	Sell	-53	Closed	-$7.63K	–	140
2023 Q3	$7.63K	Buy	+53	New	+$8.03K	0.01%	136

Other funds holding SMH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

LWM Advisory Services's SMH Position: Q4 2023 in Review

LWM Advisory Services sold out of VanEck Semiconductor ETF (SMH) in Q4 2023, closing a stake of 53 shares — an estimated $7.63K sold.

LWM Advisory Services first reported a position in SMH in Q3 2023 and held it in 1 quarter. The position peaked at $7.63K in Q3 2023. 666 funds tracked by Wall St. Rank hold SMH as of Q4 2023.

LWM Advisory Services reported no remaining VanEck Semiconductor ETF position as of Q4 2023 after selling out during the quarter.
LWM Advisory Services sold 53 VanEck Semiconductor ETF shares in Q4 2023, an estimated $7.63K.
LWM Advisory Services first reported a position in VanEck Semiconductor ETF in Q3 2023 and held it in 1 quarter.
LWM Advisory Services's VanEck Semiconductor ETF position peaked at $7.63K in Q3 2023.
666 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q4 2023.

Based on LWM Advisory Services's 13F filing for Q4 2023, filed 5 Feb 2024.