Wealth Effects’s Super Micro Computer SMCI Stock Holding History

Wealth Effects’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	-5,150	Closed	-$214K	–	227
2024 Q3	$214K	Buy	5,150 +2,450	+91%	+$149K	0.08%	189
2024 Q2	$221K	Buy	+2,700	New	+$231K	0.08%	180

Other funds holding SMCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

Marex Group London $15.8B AUM 31.44% 1-Year Est. Return

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

Wealth Effects's SMCI Position: Q4 2024 in Review

Wealth Effects sold out of Super Micro Computer (SMCI) in Q4 2024, closing a stake of 5,150 shares — an estimated $214K sold.

Wealth Effects first reported a position in SMCI in Q2 2024 and held it in 2 quarters. The position peaked at $221K in Q2 2024. 696 funds tracked by Wall St. Rank hold SMCI as of Q4 2024.

Wealth Effects reported no remaining Super Micro Computer position as of Q4 2024 after selling out during the quarter.
Wealth Effects sold 5,150 Super Micro Computer shares in Q4 2024, an estimated $214K.
Wealth Effects first reported a position in Super Micro Computer in Q2 2024 and held it in 2 quarters.
Wealth Effects's Super Micro Computer position peaked at $221K in Q2 2024.
696 funds tracked by Wall St. Rank held Super Micro Computer as of Q4 2024.

Based on Wealth Effects's 13F filing for Q4 2024, filed 22 Jan 2025.