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Sugarloaf Wealth Management’s VanEck Semiconductor ETF SMH Stock Holding History

Sugarloaf Wealth Management’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 		– Sell
-50
Closed -$5K – 852
2022
Q3 		$5K Buy
+50
New +$5.45K ﹤0.01% 628

Other funds holding SMH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Citigroup
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
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Sugarloaf Wealth Management's SMH Position: Q4 2022 in Review

Sugarloaf Wealth Management sold out of VanEck Semiconductor ETF (SMH) in Q4 2022, closing a stake of 50 shares — an estimated $5K sold.

Sugarloaf Wealth Management first reported a position in SMH in Q3 2022 and held it in 1 quarter. The position peaked at $5K in Q3 2022. 430 funds tracked by Wall St. Rank hold SMH as of Q4 2022.

  • Sugarloaf Wealth Management reported no remaining VanEck Semiconductor ETF position as of Q4 2022 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 50 VanEck Semiconductor ETF shares in Q4 2022, an estimated $5K.
  • Sugarloaf Wealth Management first reported a position in VanEck Semiconductor ETF in Q3 2022 and held it in 1 quarter.
  • Sugarloaf Wealth Management's VanEck Semiconductor ETF position peaked at $5K in Q3 2022.
  • 430 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q4 2022.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.