1620 Investment Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

1620 Investment Advisors’s Portfolio SOXX Stock Details SOXX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-9	Closed	-$2.22K	–	721
2024 Q2	$2.22K	Buy	+9	New	+$2.06K	﹤0.01%	546

Other funds holding SOXX

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

1620 Investment Advisors's SOXX Position: Q3 2024 in Review

1620 Investment Advisors sold out of iShares Semiconductor ETF (SOXX) in Q3 2024, closing a stake of 9 shares — an estimated $2.22K sold.

1620 Investment Advisors first reported a position in SOXX in Q2 2024 and held it in 1 quarter. The position peaked at $2.22K in Q2 2024. 741 funds tracked by Wall St. Rank hold SOXX as of Q3 2024.

1620 Investment Advisors reported no remaining iShares Semiconductor ETF position as of Q3 2024 after selling out during the quarter.
1620 Investment Advisors sold 9 iShares Semiconductor ETF shares in Q3 2024, an estimated $2.22K.
1620 Investment Advisors first reported a position in iShares Semiconductor ETF in Q2 2024 and held it in 1 quarter.
1620 Investment Advisors's iShares Semiconductor ETF position peaked at $2.22K in Q2 2024.
741 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2024.

Based on 1620 Investment Advisors's 13F filing for Q3 2024, filed 25 Oct 2024.