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Ritter Daniher Financial Advisory’s Super Micro Computer SMCI Stock Holding History

Ritter Daniher Financial Advisory’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
Q4 		– Sell
-820
Closed -$34.1K – 325
2024
Q3 		$34.1K Buy
820
+400
+95% +$24.3K 0.01% 182
2024
Q2 		$34.4K Hold
420
– – 0.01% 177
2024
Q1 		$42.4K Buy
+420
New +$30.8K 0.01% 161

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ritter Daniher Financial Advisory's SMCI Position: Q4 2024 in Review

Ritter Daniher Financial Advisory sold out of Super Micro Computer (SMCI) in Q4 2024, closing a stake of 820 shares — an estimated $34.1K sold.

Ritter Daniher Financial Advisory first reported a position in SMCI in Q1 2024 and held it in 3 quarters. The position peaked at $42.4K in Q1 2024. 696 funds tracked by Wall St. Rank hold SMCI as of Q4 2024.

  • Ritter Daniher Financial Advisory reported no remaining Super Micro Computer position as of Q4 2024 after selling out during the quarter.
  • Ritter Daniher Financial Advisory sold 820 Super Micro Computer shares in Q4 2024, an estimated $34.1K.
  • Ritter Daniher Financial Advisory first reported a position in Super Micro Computer in Q1 2024 and held it in 3 quarters.
  • Ritter Daniher Financial Advisory's Super Micro Computer position peaked at $42.4K in Q1 2024.
  • 696 funds tracked by Wall St. Rank held Super Micro Computer as of Q4 2024.

Based on Ritter Daniher Financial Advisory's 13F filing for Q4 2024, filed 13 Feb 2025.