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Planning Capital Management Corporation’s VanEck Semiconductor ETF SMH Stock Holding History

Planning Capital Management Corporation’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
Q1 		– Sell
-454
Closed -$79.4K – 699
2023
Q4 		$79.4K Buy
+454
New +$71.1K 0.06% 150

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Goldman Sachs
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BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Planning Capital Management Corporation's SMH Position: Q1 2024 in Review

Planning Capital Management Corporation sold out of VanEck Semiconductor ETF (SMH) in Q1 2024, closing a stake of 454 shares — an estimated $79.4K sold.

Planning Capital Management Corporation first reported a position in SMH in Q4 2023 and held it in 1 quarter. The position peaked at $79.4K in Q4 2023. 775 funds tracked by Wall St. Rank hold SMH as of Q1 2024.

  • Planning Capital Management Corporation reported no remaining VanEck Semiconductor ETF position as of Q1 2024 after selling out during the quarter.
  • Planning Capital Management Corporation sold 454 VanEck Semiconductor ETF shares in Q1 2024, an estimated $79.4K.
  • Planning Capital Management Corporation first reported a position in VanEck Semiconductor ETF in Q4 2023 and held it in 1 quarter.
  • Planning Capital Management Corporation's VanEck Semiconductor ETF position peaked at $79.4K in Q4 2023.
  • 775 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2024.

Based on Planning Capital Management Corporation's 13F filing for Q1 2024, filed 26 Apr 2024.