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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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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. 342 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.
  • 342 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.