WealthSource Partners’s Semrush SEMR Stock Holding History

WealthSource Partners’s Portfolio SEMR Stock Details SEMR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$1.04M	Sell	76,439 -333	-0.4%	-$3.29K	0.07%	192
2023 Q3	$653K	Buy	76,772 +1,182	+2%	+$11K	0.04%	257
2023 Q2	$723K	Buy	75,590 +58,521	+343%	+$517K	0.05%	246
2023 Q1	$172K	Buy	17,069 +667	+4%	+$5.88K	0.01%	472
2022 Q4	$134K	Buy	16,402 +2,801	+21%	+$28.4K	0.01%	468
2022 Q3	$152K	Sell	13,601 -2,678	-16%	-$33K	0.01%	469
2022 Q2	$210K	Buy	16,279 +2,769	+20%	+$30.2K	0.02%	478
2022 Q1	$161K	Buy	13,510 +2,460	+22%	+$37K	0.01%	551
2021 Q4	$230K	Buy	+11,050	New	+$246K	0.02%	495

Other funds holding SEMR

Greycroft New York $146M AUM 1.94% 1-Year Est. Return

RCP

RPM Capital Partners New York $6.9M AUM 20.83% 1-Year Est. Return

CRCM

Cat Rock Capital Management Greenwich, Connecticut $644M AUM 1.97% 1-Year Est. Return

SGA

Siguler Guff Advisers New York $56.1M AUM 46.63% 1-Year Est. Return

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

DAM

Dorsey Asset Management Chicago, Illinois $1.26B AUM 18.46% 1-Year Est. Return

Ancient Art Austin, Texas $459M AUM 52.34% 1-Year Est. Return

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

GIPM

G2 Investment Partners Management New York $406M AUM 164.47% 1-Year Est. Return

WealthSource Partners's SEMR Position: Q4 2023 in Review

WealthSource Partners reduced its Semrush (SEMR) stake by 0.43% in Q4 2023, selling an estimated $3.29K and leaving 76,439 shares worth $1.04M. The position accounts for 0.07% of the portfolio, ranked #192.

WealthSource Partners first reported a position in SEMR in Q4 2021 and has held it in 9 quarters since. 111 funds tracked by Wall St. Rank hold SEMR as of Q4 2023.

WealthSource Partners held 76,439 shares of Semrush worth $1.04M as of Q4 2023.
WealthSource Partners sold 333 Semrush shares in Q4 2023, an estimated $3.29K.
Semrush made up 0.07% of WealthSource Partners's portfolio in Q4 2023, its #192 holding.
WealthSource Partners first reported a position in Semrush in Q4 2021 and has held it in 9 quarters since.
111 funds tracked by Wall St. Rank held Semrush as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.