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Regal Investment Advisors’s Super Micro Computer SMCI Stock Holding History

Regal Investment Advisors’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
Q3 		– Sell
-4,610
Closed -$378K – 565
2024
Q2 		$378K Buy
+4,610
New +$394K 0.02% 410
2013
Q4 		– Sell
-4,920
Closed -$7K – 944
2013
Q3 		$7K Hold
4,920
– – ﹤0.01% 666
2013
Q2 		$5K Buy
+4,920
New +$5.08K ﹤0.01% 702

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Regal Investment Advisors's SMCI Position: Q3 2024 in Review

Regal Investment Advisors sold out of Super Micro Computer (SMCI) in Q3 2024, closing a stake of 4,610 shares — an estimated $378K sold.

Regal Investment Advisors first reported a position in SMCI in Q2 2013 and held it in 3 quarters. The position peaked at $378K in Q2 2024. 695 funds tracked by Wall St. Rank hold SMCI as of Q3 2024.

  • Regal Investment Advisors reported no remaining Super Micro Computer position as of Q3 2024 after selling out during the quarter.
  • Regal Investment Advisors sold 4,610 Super Micro Computer shares in Q3 2024, an estimated $378K.
  • Regal Investment Advisors first reported a position in Super Micro Computer in Q2 2013 and held it in 3 quarters.
  • Regal Investment Advisors's Super Micro Computer position peaked at $378K in Q2 2024.
  • 695 funds tracked by Wall St. Rank held Super Micro Computer as of Q3 2024.

Based on Regal Investment Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.