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Truepoint Inc’s VanEck Semiconductor ETF SMH Stock Holding History

Truepoint Inc’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
2022
Q4 		– Sell
-7,218
Closed -$668K – 167
2022
Q3 		$668K Sell
7,218
-10,000
-58% -$1.09M 0.03% 76
2022
Q2 		$1.75M Buy
+17,218
New +$2M 0.09% 47

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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Truepoint Inc's SMH Position: Q4 2022 in Review

Truepoint Inc sold out of VanEck Semiconductor ETF (SMH) in Q4 2022, closing a stake of 7,218 shares — an estimated $668K sold.

Truepoint Inc first reported a position in SMH in Q2 2022 and held it in 2 quarters. The position peaked at $1.75M in Q2 2022. 430 funds tracked by Wall St. Rank hold SMH as of Q4 2022.

  • Truepoint Inc reported no remaining VanEck Semiconductor ETF position as of Q4 2022 after selling out during the quarter.
  • Truepoint Inc sold 7,218 VanEck Semiconductor ETF shares in Q4 2022, an estimated $668K.
  • Truepoint Inc first reported a position in VanEck Semiconductor ETF in Q2 2022 and held it in 2 quarters.
  • Truepoint Inc's VanEck Semiconductor ETF position peaked at $1.75M in Q2 2022.
  • 430 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q4 2022.

Based on Truepoint Inc's 13F filing for Q4 2022, filed 13 Feb 2023.