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One Wealth Advisors’s Super Micro Computer SMCI Stock Holding History

One Wealth Advisors’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
Q1 		– Sell
-7,370
Closed -$210K – 261
2023
Q4 		$210K Sell
7,370
-690
-9% -$19.1K 0.04% 201
2023
Q3 		$221K Sell
8,060
-1,950
-19% -$54.4K 0.05% 170
2023
Q2 		$249K Buy
+10,010
New +$168K 0.05% 171

Other funds holding SMCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

One Wealth Advisors's SMCI Position: Q1 2024 in Review

One Wealth Advisors sold out of Super Micro Computer (SMCI) in Q1 2024, closing a stake of 7,370 shares — an estimated $210K sold.

One Wealth Advisors first reported a position in SMCI in Q2 2023 and held it in 3 quarters. The position peaked at $249K in Q2 2023. 924 funds tracked by Wall St. Rank hold SMCI as of Q1 2024.

  • One Wealth Advisors reported no remaining Super Micro Computer position as of Q1 2024 after selling out during the quarter.
  • One Wealth Advisors sold 7,370 Super Micro Computer shares in Q1 2024, an estimated $210K.
  • One Wealth Advisors first reported a position in Super Micro Computer in Q2 2023 and held it in 3 quarters.
  • One Wealth Advisors's Super Micro Computer position peaked at $249K in Q2 2023.
  • 924 funds tracked by Wall St. Rank held Super Micro Computer as of Q1 2024.

Based on One Wealth Advisors's 13F filing for Q1 2024, filed 15 Apr 2024.