Vahanian & Associates Financial Planning’s Super Micro Computer SMCI Stock Holding History

Vahanian & Associates Financial Planning’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
2023 Q4	$276K	Buy	+9,700	New	+$269K	1.09%	33

Other funds holding SMCI

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

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Vahanian & Associates Financial Planning's SMCI Position: Q4 2023 in Review

Vahanian & Associates Financial Planning opened a new position in Super Micro Computer (SMCI) in Q4 2023: 9,700 shares worth $276K. The stake represents 1.09% of the portfolio and ranks #33 among its holdings.

656 funds tracked by Wall St. Rank hold SMCI as of Q4 2023.

Vahanian & Associates Financial Planning held 9,700 shares of Super Micro Computer worth $276K as of Q4 2023.
Super Micro Computer was a new Vahanian & Associates Financial Planning position in Q4 2023.
Super Micro Computer made up 1.09% of Vahanian & Associates Financial Planning's portfolio in Q4 2023, its #33 holding.
656 funds tracked by Wall St. Rank held Super Micro Computer as of Q4 2023.

Based on Vahanian & Associates Financial Planning's 13F filing for Q4 2023, filed 25 Jan 2024.