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TCMP
Thrive Capital Management (Pennsylvania)’s
VanEck Semiconductor ETF
SMH
Stock Holding History
Thrive Capital Management (Pennsylvania)’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
2026
Q1
$246K
Sell
641
-9
-1%
-$3.57K
0.05%
158
2025
Q4
$234K
Sell
650
-239
-27%
-$83.9K
0.05%
164
2025
Q3
$290K
Sell
889
-454
-34%
-$134K
0.07%
154
2025
Q2
$375K
Buy
+1,343
New
+$311K
0.12%
133
2024
Q4
–
Sell
-3,849
Closed
-$945K
–
160
2024
Q3
$945K
Sell
3,849
-366
-9%
-$89K
0.45%
75
2024
Q2
$1.1M
Buy
+4,215
New
+$988K
0.5%
73
2024
Q1
–
Sell
-15,866
Closed
-$2.77M
–
190
2023
Q4
$2.77M
Sell
15,866
-3,060
-16%
-$479K
1.48%
16
2023
Q3
$2.74M
Buy
18,926
+2,927
+18%
+$443K
1.52%
18
2023
Q2
$2.44M
Sell
15,999
-735
-4%
-$99.3K
1.39%
22
2023
Q1
$2.19M
Sell
16,734
-1,348
-7%
-$162K
1.38%
22
2022
Q4
$1.83M
Sell
18,082
-560
-3%
-$56.9K
1.2%
19
2022
Q3
$1.73M
Sell
18,642
-788
-4%
-$85.9K
1.17%
22
2022
Q2
$1.98M
Sell
19,430
-150
-0.8%
-$17.4K
1.37%
16
2022
Q1
$2.64M
Buy
19,580
+7,074
+57%
+$969K
1.59%
15
2021
Q4
$1.93M
Buy
+12,506
New
+$1.81M
1.26%
17
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1-Year Est. Return
MMH
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$21.1B AUM
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1-Year Est. Return
BNP Paribas Financial Markets
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$152B AUM
31.61%
1-Year Est. Return
Citigroup
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$157B AUM
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1-Year Est. Return
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$501B AUM
22.01%
1-Year Est. Return
MIH
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$9.12B AUM
42.07%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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