Steward Partners Investment Solutions’s VanEck Semiconductor ETF SMH Stock Holding History

Steward Partners Investment Solutions’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	$859K	Buy	+3,820	New	+$768K	0.14%	109

Other funds holding SMH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

Steward Partners Investment Solutions's SMH Position: Q1 2024 in Review

Steward Partners Investment Solutions opened a new position in VanEck Semiconductor ETF (SMH) in Q1 2024: 3,820 shares worth $859K. The stake represents 0.14% of the portfolio and ranks #109 among its holdings.

775 funds tracked by Wall St. Rank hold SMH as of Q1 2024.

Steward Partners Investment Solutions held 3,820 shares of VanEck Semiconductor ETF worth $859K as of Q1 2024.
VanEck Semiconductor ETF was a new Steward Partners Investment Solutions position in Q1 2024.
VanEck Semiconductor ETF made up 0.14% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #109 holding.
775 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.