WealthPLAN Partners’s VanEck Semiconductor ETF SMH Stock Holding History

WealthPLAN Partners’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
2023 Q3	–	Sell	-24	Closed	-$3.65K	–	1031
2023 Q2	$3.65K	Hold	24	–	–	﹤0.01%	964
2023 Q1	$3.16K	Buy	+24	New	+$2.88K	﹤0.01%	1062

Other funds holding SMH

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WealthPLAN Partners's SMH Position: Q3 2023 in Review

WealthPLAN Partners sold out of VanEck Semiconductor ETF (SMH) in Q3 2023, closing a stake of 24 shares — an estimated $3.65K sold.

WealthPLAN Partners first reported a position in SMH in Q1 2023 and held it in 2 quarters. The position peaked at $3.65K in Q2 2023. 558 funds tracked by Wall St. Rank hold SMH as of Q3 2023.

WealthPLAN Partners reported no remaining VanEck Semiconductor ETF position as of Q3 2023 after selling out during the quarter.
WealthPLAN Partners sold 24 VanEck Semiconductor ETF shares in Q3 2023, an estimated $3.65K.
WealthPLAN Partners first reported a position in VanEck Semiconductor ETF in Q1 2023 and held it in 2 quarters.
WealthPLAN Partners's VanEck Semiconductor ETF position peaked at $3.65K in Q2 2023.
558 funds tracked by Wall St. Rank held VanEck Semiconductor ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.