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Nations Financial Group’s Super Micro Computer SMCI Stock Holding History

Nations Financial Group’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
-4,940
Closed -$206K – 709
2024
Q3 		$206K Sell
4,940
-14,990
-75% -$912K 0.01% 643
2024
Q2 		$1.63M Buy
19,930
+680
+4% +$58.1K 0.13% 174
2024
Q1 		$1.94M Sell
19,250
-7,980
-29% -$585K 0.16% 151
2023
Q4 		$774K Buy
27,230
+430
+2% +$11.9K 0.07% 283
2023
Q3 		$735K Sell
26,800
-26,450
-50% -$738K 0.07% 279
2023
Q2 		$1.33M Sell
53,250
-780
-1% -$13.1K 0.13% 186
2023
Q1 		$576K Buy
54,030
+2,200
+4% +$19.9K 0.06% 338
2022
Q4 		$426K Buy
+51,830
New +$395K 0.05% 389

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

Nations Financial Group's SMCI Position: Q4 2024 in Review

Nations Financial Group sold out of Super Micro Computer (SMCI) in Q4 2024, closing a stake of 4,940 shares — an estimated $206K sold.

Nations Financial Group first reported a position in SMCI in Q4 2022 and held it in 8 quarters. The position peaked at $1.94M in Q1 2024. 696 funds tracked by Wall St. Rank hold SMCI as of Q4 2024.

  • Nations Financial Group reported no remaining Super Micro Computer position as of Q4 2024 after selling out during the quarter.
  • Nations Financial Group sold 4,940 Super Micro Computer shares in Q4 2024, an estimated $206K.
  • Nations Financial Group first reported a position in Super Micro Computer in Q4 2022 and held it in 8 quarters.
  • Nations Financial Group's Super Micro Computer position peaked at $1.94M in Q1 2024.
  • 696 funds tracked by Wall St. Rank held Super Micro Computer as of Q4 2024.

Based on Nations Financial Group's 13F filing for Q4 2024, filed 30 Jan 2025.