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WR Wealth Planners’s Super Micro Computer SMCI Stock Holding History

WR Wealth Planners’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 		$305 Buy
+10
New +$363 ﹤0.01% 1046
2024
Q3 		– Sell
-250
Closed -$20.5K – 1199
2024
Q2 		$20.5K Buy
250
+20
+9% +$1.71K 0.01% 444
2024
Q1 		$23.2K Buy
+230
New +$16.9K 0.01% 426

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return
Invesco
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WR Wealth Planners's SMCI Position: Q4 2024 in Review

WR Wealth Planners opened a new position in Super Micro Computer (SMCI) in Q4 2024: 10 shares worth $305. The stake represents ﹤0.01% of the portfolio and ranks #1046 among its holdings. This is a return to the name: WR Wealth Planners previously reported a position in SMCI as recently as Q2 2024.

WR Wealth Planners first reported a position in SMCI in Q1 2024 and has held it in 3 quarters since. The position peaked at $23.2K in Q1 2024. 697 funds tracked by Wall St. Rank hold SMCI as of Q4 2024.

  • WR Wealth Planners held 10 shares of Super Micro Computer worth $305 as of Q4 2024.
  • Super Micro Computer was a new WR Wealth Planners position in Q4 2024.
  • Super Micro Computer made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #1046 holding.
  • WR Wealth Planners first reported a position in Super Micro Computer in Q1 2024 and has held it in 3 quarters since.
  • WR Wealth Planners's Super Micro Computer position peaked at $23.2K in Q1 2024.
  • 697 funds tracked by Wall St. Rank held Super Micro Computer as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.