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Wambolt & Associates’s Super Micro Computer SMCI Stock Holding History

Wambolt & Associates’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
-3,260
Closed -$265K – 207
2024
Q2 		$265K Sell
3,260
-360
-10% -$30.8K 0.08% 176
2024
Q1 		$375K Sell
3,620
-3,660
-50% -$268K 0.11% 161
2023
Q4 		$207K Hold
7,280
– – 0.07% 228
2023
Q3 		$210K Buy
+7,280
New +$203K 0.08% 228

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

Wambolt & Associates's SMCI Position: Q3 2024 in Review

Wambolt & Associates sold out of Super Micro Computer (SMCI) in Q3 2024, closing a stake of 3,260 shares — an estimated $265K sold.

Wambolt & Associates first reported a position in SMCI in Q3 2023 and held it in 4 quarters. The position peaked at $375K in Q1 2024. 695 funds tracked by Wall St. Rank hold SMCI as of Q3 2024.

  • Wambolt & Associates reported no remaining Super Micro Computer position as of Q3 2024 after selling out during the quarter.
  • Wambolt & Associates sold 3,260 Super Micro Computer shares in Q3 2024, an estimated $265K.
  • Wambolt & Associates first reported a position in Super Micro Computer in Q3 2023 and held it in 4 quarters.
  • Wambolt & Associates's Super Micro Computer position peaked at $375K in Q1 2024.
  • 695 funds tracked by Wall St. Rank held Super Micro Computer as of Q3 2024.

Based on Wambolt & Associates's 13F filing for Q3 2024, filed 12 Nov 2024.