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Sheaff Brock Investment Advisors’s Super Micro Computer SMCI Stock Holding History

Sheaff Brock Investment Advisors’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
-8,540
Closed -$356K – 478
2024
Q3 		$356K Sell
8,540
-10,570
-55% -$643K 0.03% 307
2024
Q2 		$1.57M Sell
19,110
-1,400
-7% -$120K 0.15% 123
2024
Q1 		$2.07M Sell
20,510
-2,790
-12% -$204K 0.13% 115
2023
Q4 		$662K Buy
23,300
+1,760
+8% +$48.8K 0.05% 230
2023
Q3 		$591K Sell
21,540
-2,630
-11% -$73.3K 0.05% 224
2023
Q2 		$602K Sell
24,170
-420
-2% -$7.04K 0.05% 232
2023
Q1 		$262K Buy
+24,590
New +$222K 0.02% 384

Other funds holding SMCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Sheaff Brock Investment Advisors's SMCI Position: Q4 2024 in Review

Sheaff Brock Investment Advisors sold out of Super Micro Computer (SMCI) in Q4 2024, closing a stake of 8,540 shares — an estimated $356K sold.

Sheaff Brock Investment Advisors first reported a position in SMCI in Q1 2023 and held it in 7 quarters. The position peaked at $2.07M in Q1 2024. 697 funds tracked by Wall St. Rank hold SMCI as of Q4 2024.

  • Sheaff Brock Investment Advisors reported no remaining Super Micro Computer position as of Q4 2024 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 8,540 Super Micro Computer shares in Q4 2024, an estimated $356K.
  • Sheaff Brock Investment Advisors first reported a position in Super Micro Computer in Q1 2023 and held it in 7 quarters.
  • Sheaff Brock Investment Advisors's Super Micro Computer position peaked at $2.07M in Q1 2024.
  • 697 funds tracked by Wall St. Rank held Super Micro Computer as of Q4 2024.

Based on Sheaff Brock Investment Advisors's 13F filing for Q4 2024, filed 30 Jan 2025.