Sutton Wealth Advisors’s VanEck Semiconductor ETF SMH Stock Holding History

Sutton Wealth Advisors’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
2023 Q3	$14.5K	Hold	100	–	–	0.01%	408
2023 Q2	$15.2K	Buy	+100	New	+$13.5K	0.01%	389

Other funds holding SMH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sutton Wealth Advisors's SMH Position: Q3 2023 in Review

Sutton Wealth Advisors held its VanEck Semiconductor ETF (SMH) position steady in Q3 2023 at 100 shares worth $14.5K. The position accounts for 0.01% of the portfolio, ranked #408.

Sutton Wealth Advisors first reported a position in SMH in Q2 2023 and has held it in 2 quarters since. The position peaked at $15.2K in Q2 2023. 558 funds tracked by Wall St. Rank hold SMH as of Q3 2023.

Sutton Wealth Advisors held 100 shares of VanEck Semiconductor ETF worth $14.5K as of Q3 2023.
Sutton Wealth Advisors left its VanEck Semiconductor ETF share count unchanged in Q3 2023.
VanEck Semiconductor ETF made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #408 holding.
Sutton Wealth Advisors first reported a position in VanEck Semiconductor ETF in Q2 2023 and has held it in 2 quarters since.
Sutton Wealth Advisors's VanEck Semiconductor ETF position peaked at $15.2K in Q2 2023.
558 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.