Robertson Stephens Wealth Management, LLC Vaneck ETF Tr Semiconductor Et Transaction History

Robertson Stephens Wealth Management, LLC

  • $2.75 Billion
  • Q4 2024

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Vaneck ETF Tr Semiconductor Et stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 21,306 shares of SMH stock, worth $5.49 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
21,306
Previous 20,374 4.57%
Holding current value
$5.49 Million
Previous $5 Million 3.18%
% of portfolio
0.19%
Previous 0.19%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
BUY
$238.25 - $261.28 $222,049 - $243,512
932 Added 4.57%
21,306 $5.16 Million
Q3 2024

Nov 12, 2024
SELL
$211.47 - $281.27 $63,229 - $84,099
-299 Reduced 1.45%
20,374 $5 Million
Q2 2024

Aug 13, 2024
SELL
$199.21 - $276.76 $34,463 - $47,879
-173 Reduced 0.83%
20,673 $5.39 Million
Q1 2024

May 15, 2024
BUY
$164.99 - $234.17 $2.13 Million - $3.02 Million
12,899 Added 162.31%
20,846 $4.69 Million
Q4 2023

Feb 06, 2024
SELL
$137.46 - $175.86 $4.14 Million - $5.3 Million
-30,122 Reduced 79.12%
7,947 $1.39 Million
Q3 2023

Nov 13, 2023
BUY
$140.7 - $160.62 $400,713 - $457,445
2,848 Added 8.09%
38,069 $5.52 Million
Q2 2023

Aug 11, 2023
BUY
$122.9 - $261.69 $3.37 Million - $7.18 Million
27,444 Added 352.89%
35,221 $5.36 Million
Q1 2023

May 11, 2023
BUY
$201.38 - $263.19 $208,428 - $272,401
1,035 Added 15.35%
7,777 $2.05 Million
Q4 2022

Feb 14, 2023
BUY
$86.57 - $227.73 $583,654 - $1.54 Million
6,742 New
6,742 $1.37 Million

Others Institutions Holding SMH

# of Institutions
1,103
Shares Held
48.5M
Call Options Held
21.1M
Put Options Held
30.1M
View Full List

About VANECK ETF TR SEMICONDUCTOR ET

SMH Quotes by TradingView
  • Ticker SMH
  • Sector ETFs
  • Industry ETFs
More about SMH
Track This Portfolio

Track Robertson Stephens Wealth Management, LLC Portfolio

Follow Robertson Stephens Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Robertson Stephens Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Robertson Stephens Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email