SIA
SMCI icon

Strategic Investment Advisors’s Super Micro Computer SMCI Stock Holding History

Strategic 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
-14,770
Closed -$615K – 247
2024
Q3 		$615K Buy
14,770
+1,400
+10% +$85.2K 0.07% 160
2024
Q2 		$1.1M Buy
13,370
+2,100
+19% +$180K 0.13% 99
2024
Q1 		$1.14M Sell
11,270
-23,310
-67% -$1.71M 0.15% 96
2023
Q4 		$983K Buy
34,580
+680
+2% +$18.8K 0.14% 99
2023
Q3 		$930K Sell
33,900
-3,770
-10% -$105K 0.15% 100
2023
Q2 		$939K Buy
+37,670
New +$631K 0.13% 77

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

Strategic Investment Advisors's SMCI Position: Q4 2024 in Review

Strategic Investment Advisors sold out of Super Micro Computer (SMCI) in Q4 2024, closing a stake of 14,770 shares — an estimated $615K sold.

Strategic Investment Advisors first reported a position in SMCI in Q2 2023 and held it in 6 quarters. The position peaked at $1.14M in Q1 2024. 697 funds tracked by Wall St. Rank hold SMCI as of Q4 2024.

  • Strategic Investment Advisors reported no remaining Super Micro Computer position as of Q4 2024 after selling out during the quarter.
  • Strategic Investment Advisors sold 14,770 Super Micro Computer shares in Q4 2024, an estimated $615K.
  • Strategic Investment Advisors first reported a position in Super Micro Computer in Q2 2023 and held it in 6 quarters.
  • Strategic Investment Advisors's Super Micro Computer position peaked at $1.14M in Q1 2024.
  • 697 funds tracked by Wall St. Rank held Super Micro Computer as of Q4 2024.

Based on Strategic Investment Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.