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Reilly Financial Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

Reilly Financial 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
Q4 		$176K Buy
1,138
+24
+2% +$3.47K 0.01% 221
2021
Q3 		$143K Hold
1,114
– – 0.01% 226
2021
Q2 		$146K Buy
1,114
+1,014
+1,014% +$125K 0.01% 237
2021
Q1 		$12K Buy
+100
New +$11.8K ﹤0.01% 665

Other funds holding SMH

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Twin Tree Management
Twin Tree Management Dallas, Texas $4.75B AUM 58.16% 1-Year Est. Return

Reilly Financial Advisors's SMH Position: Q4 2021 in Review

Reilly Financial Advisors increased its VanEck Semiconductor ETF (SMH) stake by 2.2% in Q4 2021, buying an estimated $3.47K and bringing the position to 1,138 shares worth $176K. The position accounts for 0.01% of the portfolio, ranked #221.

Reilly Financial Advisors first reported a position in SMH in Q1 2021 and has held it in 4 quarters since. 451 funds tracked by Wall St. Rank hold SMH as of Q4 2021.

  • Reilly Financial Advisors held 1,138 shares of VanEck Semiconductor ETF worth $176K as of Q4 2021.
  • Reilly Financial Advisors bought 24 VanEck Semiconductor ETF shares in Q4 2021, an estimated $3.47K.
  • VanEck Semiconductor ETF made up 0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #221 holding.
  • Reilly Financial Advisors first reported a position in VanEck Semiconductor ETF in Q1 2021 and has held it in 4 quarters since.
  • 451 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.