TW
SMCI icon

TrinityPoint Wealth’s Super Micro Computer SMCI Stock Holding History

TrinityPoint Wealth’s Portfolio SMCI Stock Details SMCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-11,770
Closed -$490K – 351
2024
Q3 		$490K Sell
11,770
-6,530
-36% -$397K 0.07% 219
2024
Q2 		$1.5M Sell
18,300
-510
-3% -$43.6K 0.23% 106
2024
Q1 		$1.9M Buy
+18,810
New +$1.38M 0.31% 84

Other funds holding SMCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TrinityPoint Wealth's SMCI Position: Q4 2024 in Review

TrinityPoint Wealth sold out of Super Micro Computer (SMCI) in Q4 2024, closing a stake of 11,770 shares — an estimated $490K sold.

TrinityPoint Wealth first reported a position in SMCI in Q1 2024 and held it in 3 quarters. The position peaked at $1.9M in Q1 2024. 696 funds tracked by Wall St. Rank hold SMCI as of Q4 2024.

  • TrinityPoint Wealth reported no remaining Super Micro Computer position as of Q4 2024 after selling out during the quarter.
  • TrinityPoint Wealth sold 11,770 Super Micro Computer shares in Q4 2024, an estimated $490K.
  • TrinityPoint Wealth first reported a position in Super Micro Computer in Q1 2024 and held it in 3 quarters.
  • TrinityPoint Wealth's Super Micro Computer position peaked at $1.9M in Q1 2024.
  • 696 funds tracked by Wall St. Rank held Super Micro Computer as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.