SMCI SUPER MICRO COMPUTER INC

Ownership history in TrinityPoint Wealth, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which TrinityPoint Wealth, LLC reported a position in SUPER MICRO COMPUTER INC (SMCI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.31% (2024 Q1)
Avg. % of fund
0.21%
First filed
2024 Q1
Last filed
2024 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 REDUCED 1,177 -653 -35.7% 0.07% $490K $41.64
2024 Q2 REDUCED 1,830 -51 -2.7% 0.23% $1.5M $81.93
2024 Q1 INITIATED 1,881 0.31% $1.9M
% of Fund (quarterly)    SMCI price (monthly, adj. close)
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