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Regent Peak Wealth Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

Regent Peak 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
2021
Q1 		– Sell
-600
Closed -$66K – 847
2020
Q4 		$66K Buy
+600
New +$59.5K 0.02% 266

Other funds holding SMH

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Migdal Insurance & Financial Holdings
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Regent Peak Wealth Advisors's SMH Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of VanEck Semiconductor ETF (SMH) in Q1 2021, closing a stake of 600 shares — an estimated $66K sold.

Regent Peak Wealth Advisors first reported a position in SMH in Q4 2020 and held it in 1 quarter. The position peaked at $66K in Q4 2020. 343 funds tracked by Wall St. Rank hold SMH as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining VanEck Semiconductor ETF position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 600 VanEck Semiconductor ETF shares in Q1 2021, an estimated $66K.
  • Regent Peak Wealth Advisors first reported a position in VanEck Semiconductor ETF in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's VanEck Semiconductor ETF position peaked at $66K in Q4 2020.
  • 343 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.