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Ratio Wealth Group’s Super Micro Computer SMCI Stock Holding History

Ratio Wealth Group’s Portfolio SMCI Stock Details SMCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$268K Buy
+2,650
New +$194K 0.05% 70

Other funds holding SMCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ratio Wealth Group's SMCI Position: Q1 2024 in Review

Ratio Wealth Group opened a new position in Super Micro Computer (SMCI) in Q1 2024: 2,650 shares worth $268K. The stake represents 0.05% of the portfolio and ranks #70 among its holdings.

925 funds tracked by Wall St. Rank hold SMCI as of Q1 2024.

  • Ratio Wealth Group held 2,650 shares of Super Micro Computer worth $268K as of Q1 2024.
  • Super Micro Computer was a new Ratio Wealth Group position in Q1 2024.
  • Super Micro Computer made up 0.05% of Ratio Wealth Group's portfolio in Q1 2024, its #70 holding.
  • 925 funds tracked by Wall St. Rank held Super Micro Computer as of Q1 2024.

Based on Ratio Wealth Group's 13F filing for Q1 2024, filed 13 May 2024.