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

New England Private 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
2024 Q3	–	Sell	-1,500	Closed	-$391K	–	147
2024 Q2	$391K	Sell	1,500 -400	-21%	-$93.8K	0.07%	101
2024 Q1	$427K	Buy	1,900 +250	+15%	+$50.3K	0.08%	100
2023 Q4	$289K	Buy	+1,650	New	+$258K	0.05%	113
2021 Q1	–	Sell	-2,000	Closed	-$218K	–	101
2020 Q4	$218K	Sell	2,000 -1,200	-38%	-$119K	0.05%	81
2020 Q3	$279K	Buy	+3,200	New	+$268K	0.07%	73

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

New England Private Wealth Advisors's SMH Position: Q3 2024 in Review

New England Private Wealth Advisors sold out of VanEck Semiconductor ETF (SMH) in Q3 2024, closing a stake of 1,500 shares — an estimated $391K sold.

New England Private Wealth Advisors first reported a position in SMH in Q3 2020 and held it in 5 quarters. The position peaked at $427K in Q1 2024. 880 funds tracked by Wall St. Rank hold SMH as of Q3 2024.

New England Private Wealth Advisors reported no remaining VanEck Semiconductor ETF position as of Q3 2024 after selling out during the quarter.
New England Private Wealth Advisors sold 1,500 VanEck Semiconductor ETF shares in Q3 2024, an estimated $391K.
New England Private Wealth Advisors first reported a position in VanEck Semiconductor ETF in Q3 2020 and held it in 5 quarters.
New England Private Wealth Advisors's VanEck Semiconductor ETF position peaked at $427K in Q1 2024.
880 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2024.

Based on New England Private Wealth Advisors's 13F filing for Q3 2024, filed 7 Nov 2024.