RG
SMH icon

Retirement Group’s VanEck Semiconductor ETF SMH Stock Holding History

Retirement Group’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
2024
Q1 		$91.8K Hold
408
– – 0.03% 171
2023
Q4 		$71.3K Hold
408
– – 0.03% 183
2023
Q3 		$59.2K Buy
408
+300
+278% +$45.4K 0.02% 183
2023
Q2 		$16.4K Hold
108
– – 0.01% 350
2023
Q1 		$14K Buy
108
+100
+1,250% +$12K 0.01% 355
2022
Q4 		$1K Buy
+8
New +$813 ﹤0.01% 598
2022
Q3 		– Sell
-12
Closed -$1K – 757
2022
Q2 		$1K Buy
12
+6
+100% +$697 ﹤0.01% 707
2022
Q1 		$1K Buy
+6
New +$822 ﹤0.01% 706

Other funds holding SMH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Retirement Group's SMH Position: Q1 2024 in Review

Retirement Group held its VanEck Semiconductor ETF (SMH) position steady in Q1 2024 at 408 shares worth $91.8K. The position accounts for 0.03% of the portfolio, ranked #171.

Retirement Group first reported a position in SMH in Q1 2022 and has held it in 8 quarters since. 775 funds tracked by Wall St. Rank hold SMH as of Q1 2024.

  • Retirement Group held 408 shares of VanEck Semiconductor ETF worth $91.8K as of Q1 2024.
  • Retirement Group left its VanEck Semiconductor ETF share count unchanged in Q1 2024.
  • VanEck Semiconductor ETF made up 0.03% of Retirement Group's portfolio in Q1 2024, its #171 holding.
  • Retirement Group first reported a position in VanEck Semiconductor ETF in Q1 2022 and has held it in 8 quarters since.
  • 775 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.