Rainsberger Wealth Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

Rainsberger Wealth 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	$1.56M	Sell	8,916 -274	-3%	-$42.9K	0.85%	37
2023 Q3	$1.33M	Sell	9,190 -6	-0.1%	-$909	0.82%	37
2023 Q2	$1.4M	Sell	9,196 -134	-1%	-$18.1K	0.84%	37
2023 Q1	$1.23M	Hold	9,330	–	–	0.73%	41
2022 Q4	$947K	Buy	9,330 +20	+0.2%	+$2.03K	0.6%	41
2022 Q3	$862K	Buy	+9,310	New	+$1.01M	0.59%	41

Other funds holding SMH

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

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

Rainsberger Wealth Advisors's SMH Position: Q4 2023 in Review

Rainsberger Wealth Advisors reduced its VanEck Semiconductor ETF (SMH) stake by 3% in Q4 2023, selling an estimated $42.9K and leaving 8,916 shares worth $1.56M. The position accounts for 0.85% of the portfolio, ranked #37.

Rainsberger Wealth Advisors first reported a position in SMH in Q3 2022 and has held it in 6 quarters since. 666 funds tracked by Wall St. Rank hold SMH as of Q4 2023.

Rainsberger Wealth Advisors held 8,916 shares of VanEck Semiconductor ETF worth $1.56M as of Q4 2023.
Rainsberger Wealth Advisors sold 274 VanEck Semiconductor ETF shares in Q4 2023, an estimated $42.9K.
VanEck Semiconductor ETF made up 0.85% of Rainsberger Wealth Advisors's portfolio in Q4 2023, its #37 holding.
Rainsberger Wealth Advisors first reported a position in VanEck Semiconductor ETF in Q3 2022 and has held it in 6 quarters since.
666 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q4 2023.

Based on Rainsberger Wealth Advisors's 13F filing for Q4 2023, filed 26 Jan 2024.