Polaris Wealth Advisory Group’s VanEck Semiconductor ETF SMH Stock Holding History

Polaris Wealth Advisory Group’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
2022 Q2	–	Sell	-61,912	Closed	-$7.83M	–	171
2022 Q1	$7.83M	Sell	61,912 -2,432	-4%	-$333K	0.52%	61
2021 Q4	$9.93M	Sell	64,344 -1,600	-2%	-$231K	0.57%	55
2021 Q3	$8.48M	Sell	65,944 -462	-0.7%	-$60.9K	0.51%	64
2021 Q2	$8.58M	Sell	66,406 -9,856	-13%	-$1.22M	0.51%	62
2021 Q1	$9.77M	Sell	76,262 -7,466	-9%	-$884K	0.63%	48
2020 Q4	$9.64M	Buy	+83,728	New	+$8.3M	0.72%	46
2020 Q1	–	Sell	-202,306	Closed	-$14.7M	–	172
2019 Q4	$14.7M	Buy	+202,306	New	+$13.2M	0.98%	43

Other funds holding SMH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Altshuler Shaham Tel Aviv, Israel $5.54B AUM 44.68% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Twin Tree Management Dallas, Texas $4.75B AUM 58.16% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Polaris Wealth Advisory Group's SMH Position: Q2 2022 in Review

Polaris Wealth Advisory Group sold out of VanEck Semiconductor ETF (SMH) in Q2 2022, closing a stake of 61,912 shares — an estimated $7.83M sold.

Polaris Wealth Advisory Group first reported a position in SMH in Q4 2019 and held it in 7 quarters. The position peaked at $14.7M in Q4 2019. 422 funds tracked by Wall St. Rank hold SMH as of Q2 2022.

Polaris Wealth Advisory Group reported no remaining VanEck Semiconductor ETF position as of Q2 2022 after selling out during the quarter.
Polaris Wealth Advisory Group sold 61,912 VanEck Semiconductor ETF shares in Q2 2022, an estimated $7.83M.
Polaris Wealth Advisory Group first reported a position in VanEck Semiconductor ETF in Q4 2019 and held it in 7 quarters.
Polaris Wealth Advisory Group's VanEck Semiconductor ETF position peaked at $14.7M in Q4 2019.
422 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q2 2022.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2022, filed 12 Jul 2022.