Sutton Wealth Advisors’s Semtech SMTC Stock Holding History

Sutton Wealth Advisors’s Portfolio SMTC Stock Details SMTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-23	Closed	-$676	–	1706
2022 Q3	$676	Buy	23 +8	+53%	+$375	﹤0.01%	1403
2022 Q2	$825	Buy	+15	New	+$904	﹤0.01%	1338
2022 Q1	–	Sell	-6	Closed	-$534	–	1710
2021 Q4	$534	Buy	+6	New	+$511	﹤0.01%	1504
2019 Q2	–	Sell	-987	Closed	-$50.2K	–	1207
2019 Q1	$50.2K	Hold	987	–	–	0.03%	295
2018 Q4	$45.3K	Hold	987	–	–	0.03%	290
2018 Q3	$54.9K	Hold	987	–	–	0.04%	273
2018 Q2	$46.4K	Hold	987	–	–	0.03%	306
2018 Q1	$38.5K	Buy	987 +538	+120%	+$19.4K	0.03%	342
2017 Q4	$15.4K	Sell	449 -177	-28%	-$6.63K	0.01%	647
2017 Q3	$23.5K	Buy	626 +177	+39%	+$6.6K	0.02%	491
2017 Q2	$16.1K	Hold	449	–	–	0.01%	604
2017 Q1	$15.2K	Hold	449	–	–	0.01%	599
2016 Q4	$14.2K	Hold	449	–	–	0.01%	599
2016 Q3	$12.5K	Hold	449	–	–	0.01%	604
2016 Q2	$10.7K	Hold	449	–	–	0.01%	611
2016 Q1	$9.87K	Buy	+449	New	+$8.64K	0.01%	616

Other funds holding SMTC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Sutton Wealth Advisors's SMTC Position: Q4 2022 in Review

Sutton Wealth Advisors sold out of Semtech (SMTC) in Q4 2022, closing a stake of 23 shares — an estimated $676 sold.

Sutton Wealth Advisors first reported a position in SMTC in Q1 2016 and held it in 16 quarters. The position peaked at $54.9K in Q3 2018. 262 funds tracked by Wall St. Rank hold SMTC as of Q4 2022.

Sutton Wealth Advisors reported no remaining Semtech position as of Q4 2022 after selling out during the quarter.
Sutton Wealth Advisors sold 23 Semtech shares in Q4 2022, an estimated $676.
Sutton Wealth Advisors first reported a position in Semtech in Q1 2016 and held it in 16 quarters.
Sutton Wealth Advisors's Semtech position peaked at $54.9K in Q3 2018.
262 funds tracked by Wall St. Rank held Semtech as of Q4 2022.

Based on Sutton Wealth Advisors's 13F filing for Q4 2022, filed 7 Nov 2023.