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Napa Wealth Management’s Super Micro Computer SMCI Stock Holding History

Napa Wealth Management’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
Q2 		– Sell
-2,050
Closed -$207K – 127
2024
Q1 		$207K Buy
+2,050
New +$150K 0.11% 67

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State Street
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Napa Wealth Management's SMCI Position: Q2 2024 in Review

Napa Wealth Management sold out of Super Micro Computer (SMCI) in Q2 2024, closing a stake of 2,050 shares — an estimated $207K sold.

Napa Wealth Management first reported a position in SMCI in Q1 2024 and held it in 1 quarter. The position peaked at $207K in Q1 2024. 1,004 funds tracked by Wall St. Rank hold SMCI as of Q2 2024.

  • Napa Wealth Management reported no remaining Super Micro Computer position as of Q2 2024 after selling out during the quarter.
  • Napa Wealth Management sold 2,050 Super Micro Computer shares in Q2 2024, an estimated $207K.
  • Napa Wealth Management first reported a position in Super Micro Computer in Q1 2024 and held it in 1 quarter.
  • Napa Wealth Management's Super Micro Computer position peaked at $207K in Q1 2024.
  • 1,004 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2024.

Based on Napa Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.