New England Guild Wealth Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

New England Guild Wealth Advisors’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
2022 Q4	–	Sell	-3,812	Closed	-$353K	–	70
2022 Q3	$353K	Hold	3,812	–	–	0.21%	48
2022 Q2	$388K	Hold	3,812	–	–	0.24%	46
2022 Q1	$514K	Hold	3,812	–	–	0.27%	46
2021 Q4	$588K	Buy	3,812 +20	+0.5%	+$2.89K	0.29%	44
2021 Q3	$486K	Buy	3,792 +1,242	+49%	+$164K	0.26%	43
2021 Q2	$334K	Buy	2,550 +80	+3%	+$9.88K	0.18%	51
2021 Q1	$301K	Buy	+2,470	New	+$293K	0.17%	50

Other funds holding SMH

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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

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

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

New England Guild Wealth Advisors's SMH Position: Q4 2022 in Review

New England Guild Wealth Advisors sold out of VanEck Semiconductor ETF (SMH) in Q4 2022, closing a stake of 3,812 shares — an estimated $353K sold.

New England Guild Wealth Advisors first reported a position in SMH in Q1 2021 and held it in 7 quarters. The position peaked at $588K in Q4 2021. 430 funds tracked by Wall St. Rank hold SMH as of Q4 2022.

New England Guild Wealth Advisors reported no remaining VanEck Semiconductor ETF position as of Q4 2022 after selling out during the quarter.
New England Guild Wealth Advisors sold 3,812 VanEck Semiconductor ETF shares in Q4 2022, an estimated $353K.
New England Guild Wealth Advisors first reported a position in VanEck Semiconductor ETF in Q1 2021 and held it in 7 quarters.
New England Guild Wealth Advisors's VanEck Semiconductor ETF position peaked at $588K in Q4 2021.
430 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q4 2022.

Based on New England Guild Wealth Advisors's 13F filing for Q4 2022, filed 11 Jan 2023.