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Money Concepts Capital’s Super Micro Computer SMCI Stock Holding History

Money Concepts Capital’s Portfolio SMCI Stock Details SMCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-14,660
Closed -$610K – 420
2024
Q3 		$610K Buy
+14,660
New +$892K 0.05% 274
2023
Q1 		– Sell
-250
Closed -$2.05K – 2519
2022
Q4 		$2.05K Buy
+250
New +$1.9K ﹤0.01% 2677

Other funds holding SMCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Money Concepts Capital's SMCI Position: Q4 2024 in Review

Money Concepts Capital sold out of Super Micro Computer (SMCI) in Q4 2024, closing a stake of 14,660 shares — an estimated $610K sold.

Money Concepts Capital first reported a position in SMCI in Q4 2022 and held it in 2 quarters. The position peaked at $610K in Q3 2024. 696 funds tracked by Wall St. Rank hold SMCI as of Q4 2024.

  • Money Concepts Capital reported no remaining Super Micro Computer position as of Q4 2024 after selling out during the quarter.
  • Money Concepts Capital sold 14,660 Super Micro Computer shares in Q4 2024, an estimated $610K.
  • Money Concepts Capital first reported a position in Super Micro Computer in Q4 2022 and held it in 2 quarters.
  • Money Concepts Capital's Super Micro Computer position peaked at $610K in Q3 2024.
  • 696 funds tracked by Wall St. Rank held Super Micro Computer as of Q4 2024.

Based on Money Concepts Capital's 13F filing for Q4 2024, filed 27 Jan 2025.