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Ovata Capital Management’s VanEck Semiconductor ETF SMH Stock Holding History

Ovata Capital Management’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
2021
Q4 		– Sell
-220
Closed -$31.8K – 65
2021
Q3 		$0 Buy
+220
New +$29K ﹤0.01% 67

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CI Investments Inc
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Twin Tree Management
Twin Tree Management Dallas, Texas $4.75B AUM 58.16% 1-Year Est. Return

Ovata Capital Management's SMH Position: Q4 2021 in Review

Ovata Capital Management sold out of VanEck Semiconductor ETF (SMH) in Q4 2021, closing a stake of 220 shares — an estimated $31.8K sold.

Ovata Capital Management first reported a position in SMH in Q3 2021 and held it in 1 quarter. The position peaked at $0 in Q3 2021. 450 funds tracked by Wall St. Rank hold SMH as of Q4 2021.

  • Ovata Capital Management reported no remaining VanEck Semiconductor ETF position as of Q4 2021 after selling out during the quarter.
  • Ovata Capital Management sold 220 VanEck Semiconductor ETF shares in Q4 2021, an estimated $31.8K.
  • Ovata Capital Management first reported a position in VanEck Semiconductor ETF in Q3 2021 and held it in 1 quarter.
  • Ovata Capital Management's VanEck Semiconductor ETF position peaked at $0 in Q3 2021.
  • 450 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q4 2021.

Based on Ovata Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.