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Operose Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

Operose 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
2023
Q4 		– Sell
-400
Closed -$58K – 712
2023
Q3 		$58K Buy
+400
New +$60.6K 0.02% 284

Other funds holding SMH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Operose Advisors's SMH Position: Q4 2023 in Review

Operose Advisors sold out of VanEck Semiconductor ETF (SMH) in Q4 2023, closing a stake of 400 shares — an estimated $58K sold.

Operose Advisors first reported a position in SMH in Q3 2023 and held it in 1 quarter. The position peaked at $58K in Q3 2023. 666 funds tracked by Wall St. Rank hold SMH as of Q4 2023.

  • Operose Advisors reported no remaining VanEck Semiconductor ETF position as of Q4 2023 after selling out during the quarter.
  • Operose Advisors sold 400 VanEck Semiconductor ETF shares in Q4 2023, an estimated $58K.
  • Operose Advisors first reported a position in VanEck Semiconductor ETF in Q3 2023 and held it in 1 quarter.
  • Operose Advisors's VanEck Semiconductor ETF position peaked at $58K in Q3 2023.
  • 666 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q4 2023.

Based on Operose Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.