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SMART Wealth’s Super Micro Computer SMCI Stock Holding History

SMART Wealth’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
Q2 		– Sell
-10,000
Closed -$1.01M – 128
2024
Q1 		$1.01M Hold
10,000
– – 0.46% 47
2023
Q4 		$284K Hold
10,000
– – 0.16% 66
2023
Q3 		$274K Hold
10,000
– – 0.21% 56
2023
Q2 		$249K Buy
+10,000
New +$168K 0.19% 69

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
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

SMART Wealth's SMCI Position: Q2 2024 in Review

SMART Wealth sold out of Super Micro Computer (SMCI) in Q2 2024, closing a stake of 10,000 shares — an estimated $1.01M sold.

SMART Wealth first reported a position in SMCI in Q2 2023 and held it in 4 quarters. The position peaked at $1.01M in Q1 2024. 1,004 funds tracked by Wall St. Rank hold SMCI as of Q2 2024.

  • SMART Wealth reported no remaining Super Micro Computer position as of Q2 2024 after selling out during the quarter.
  • SMART Wealth sold 10,000 Super Micro Computer shares in Q2 2024, an estimated $1.01M.
  • SMART Wealth first reported a position in Super Micro Computer in Q2 2023 and held it in 4 quarters.
  • SMART Wealth's Super Micro Computer position peaked at $1.01M in Q1 2024.
  • 1,004 funds tracked by Wall St. Rank held Super Micro Computer as of Q2 2024.

Based on SMART Wealth's 13F filing for Q2 2024, filed 16 Dec 2024.