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VitalStone Financial’s Super Micro Computer SMCI Stock Holding History

VitalStone Financial’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
Q3 		– Sell
-4,170
Closed -$342K – 542
2024
Q2 		$342K Buy
4,170
+3,820
+1,091% +$327K 0.25% 77
2024
Q1 		$35K Buy
350
+250
+250% +$18.3K 0.03% 196
2023
Q4 		$3K Buy
+100
New +$2.77K ﹤0.01% 389

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

VitalStone Financial's SMCI Position: Q3 2024 in Review

VitalStone Financial sold out of Super Micro Computer (SMCI) in Q3 2024, closing a stake of 4,170 shares — an estimated $342K sold.

VitalStone Financial first reported a position in SMCI in Q4 2023 and held it in 3 quarters. The position peaked at $342K in Q2 2024. 696 funds tracked by Wall St. Rank hold SMCI as of Q3 2024.

  • VitalStone Financial reported no remaining Super Micro Computer position as of Q3 2024 after selling out during the quarter.
  • VitalStone Financial sold 4,170 Super Micro Computer shares in Q3 2024, an estimated $342K.
  • VitalStone Financial first reported a position in Super Micro Computer in Q4 2023 and held it in 3 quarters.
  • VitalStone Financial's Super Micro Computer position peaked at $342K in Q2 2024.
  • 696 funds tracked by Wall St. Rank held Super Micro Computer as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.