Sargent Bickham Lagudis’s VanEck Semiconductor ETF SMH Stock Holding History

Sargent Bickham Lagudis’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
2022 Q4	$40.6K	Hold	400	–	–	﹤0.01%	478
2022 Q3	$37K	Hold	400	–	–	﹤0.01%	469
2022 Q2	$41K	Hold	400	–	–	﹤0.01%	463
2022 Q1	$54K	Hold	400	–	–	﹤0.01%	438
2021 Q4	$62K	Hold	400	–	–	﹤0.01%	419
2021 Q3	$51K	Buy	+400	New	+$52.7K	﹤0.01%	441

Other funds holding SMH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Sargent Bickham Lagudis's SMH Position: Q4 2022 in Review

Sargent Bickham Lagudis held its VanEck Semiconductor ETF (SMH) position steady in Q4 2022 at 400 shares worth $40.6K. The position accounts for ﹤0.01% of the portfolio, ranked #478.

Sargent Bickham Lagudis first reported a position in SMH in Q3 2021 and has held it in 6 quarters since. The position peaked at $62K in Q4 2021. 430 funds tracked by Wall St. Rank hold SMH as of Q4 2022.

Sargent Bickham Lagudis held 400 shares of VanEck Semiconductor ETF worth $40.6K as of Q4 2022.
Sargent Bickham Lagudis left its VanEck Semiconductor ETF share count unchanged in Q4 2022.
VanEck Semiconductor ETF made up ﹤0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #478 holding.
Sargent Bickham Lagudis first reported a position in VanEck Semiconductor ETF in Q3 2021 and has held it in 6 quarters since.
Sargent Bickham Lagudis's VanEck Semiconductor ETF position peaked at $62K in Q4 2021.
430 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.