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Private Wealth Management Group’s Semtech SMTC Stock Holding History

Private Wealth Management Group’s Portfolio SMTC Stock Details SMTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-45
Closed -$986 – 1574
2023
Q4 		$986 Buy
+45
New +$835 ﹤0.01% 1278

Other funds holding SMTC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
KCM
Kodai Capital Management Chicago, Illinois $2.53B AUM 13.55% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Private Wealth Management Group's SMTC Position: Q1 2024 in Review

Private Wealth Management Group sold out of Semtech (SMTC) in Q1 2024, closing a stake of 45 shares — an estimated $986 sold.

Private Wealth Management Group first reported a position in SMTC in Q4 2023 and held it in 1 quarter. The position peaked at $986 in Q4 2023. 235 funds tracked by Wall St. Rank hold SMTC as of Q1 2024.

  • Private Wealth Management Group reported no remaining Semtech position as of Q1 2024 after selling out during the quarter.
  • Private Wealth Management Group sold 45 Semtech shares in Q1 2024, an estimated $986.
  • Private Wealth Management Group first reported a position in Semtech in Q4 2023 and held it in 1 quarter.
  • Private Wealth Management Group's Semtech position peaked at $986 in Q4 2023.
  • 235 funds tracked by Wall St. Rank held Semtech as of Q1 2024.

Based on Private Wealth Management Group's 13F filing for Q1 2024, filed 30 Apr 2024.