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Northwest Financial Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

Northwest Financial 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
Q4 		– Sell
-8
Closed -$2.01K – 471
2024
Q3 		$2.01K Buy
+8
New +$1.95K ﹤0.01% 496
2024
Q1 		– Sell
-8
Closed -$1.43K – 449
2023
Q4 		$1.43K Buy
+8
New +$1.25K ﹤0.01% 506

Other funds holding SMH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

Northwest Financial Advisors's SMH Position: Q4 2024 in Review

Northwest Financial Advisors sold out of VanEck Semiconductor ETF (SMH) in Q4 2024, closing a stake of 8 shares — an estimated $2.01K sold.

Northwest Financial Advisors first reported a position in SMH in Q4 2023 and held it in 2 quarters. The position peaked at $2.01K in Q3 2024. 970 funds tracked by Wall St. Rank hold SMH as of Q4 2024.

  • Northwest Financial Advisors reported no remaining VanEck Semiconductor ETF position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 8 VanEck Semiconductor ETF shares in Q4 2024, an estimated $2.01K.
  • Northwest Financial Advisors first reported a position in VanEck Semiconductor ETF in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's VanEck Semiconductor ETF position peaked at $2.01K in Q3 2024.
  • 970 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.