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TFO Wealth Partners’s VanEck Semiconductor ETF SMH Stock Holding History

TFO Wealth Partners’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
Q3 		– Sell
-1,470
Closed -$383K – 49
2024
Q2 		$383K Buy
+1,470
New +$345K 0.07% 32

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

TFO Wealth Partners's SMH Position: Q3 2024 in Review

TFO Wealth Partners sold out of VanEck Semiconductor ETF (SMH) in Q3 2024, closing a stake of 1,470 shares — an estimated $383K sold.

TFO Wealth Partners first reported a position in SMH in Q2 2024 and held it in 1 quarter. The position peaked at $383K in Q2 2024. 880 funds tracked by Wall St. Rank hold SMH as of Q3 2024.

  • TFO Wealth Partners reported no remaining VanEck Semiconductor ETF position as of Q3 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 1,470 VanEck Semiconductor ETF shares in Q3 2024, an estimated $383K.
  • TFO Wealth Partners first reported a position in VanEck Semiconductor ETF in Q2 2024 and held it in 1 quarter.
  • TFO Wealth Partners's VanEck Semiconductor ETF position peaked at $383K in Q2 2024.
  • 880 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2024.

Based on TFO Wealth Partners's 13F filing for Q3 2024, filed 12 Nov 2024.