1834 Investment Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

1834 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
2022 Q1	–	Sell	-57	Closed	-$10K	–	473
2021 Q4	$10K	Hold	57	–	–	﹤0.01%	382
2021 Q3	$8K	Hold	57	–	–	﹤0.01%	419
2021 Q2	$9K	Hold	57	–	–	﹤0.01%	432
2021 Q1	$8K	Sell	57 -57	-50%	-$7.8K	﹤0.01%	407
2020 Q4	$14K	Hold	114	–	–	﹤0.01%	347
2020 Q3	$12K	Hold	114	–	–	﹤0.01%	332
2020 Q2	$10K	Sell	114 -114	-50%	-$9.22K	﹤0.01%	330
2020 Q1	$16K	Hold	228	–	–	﹤0.01%	315
2019 Q4	$19K	Buy	+228	New	+$17.5K	﹤0.01%	334
2019 Q2	–	Sell	-180	Closed	-$11K	–	458
2019 Q1	$11K	Buy	+180	New	+$10.6K	﹤0.01%	353

Other funds holding SOXX

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

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

1834 Investment Advisors's SOXX Position: Q1 2022 in Review

1834 Investment Advisors sold out of iShares Semiconductor ETF (SOXX) in Q1 2022, closing a stake of 57 shares — an estimated $10K sold.

1834 Investment Advisors first reported a position in SOXX in Q1 2019 and held it in 10 quarters. The position peaked at $19K in Q4 2019. 469 funds tracked by Wall St. Rank hold SOXX as of Q1 2022.

1834 Investment Advisors reported no remaining iShares Semiconductor ETF position as of Q1 2022 after selling out during the quarter.
1834 Investment Advisors sold 57 iShares Semiconductor ETF shares in Q1 2022, an estimated $10K.
1834 Investment Advisors first reported a position in iShares Semiconductor ETF in Q1 2019 and held it in 10 quarters.
1834 Investment Advisors's iShares Semiconductor ETF position peaked at $19K in Q4 2019.
469 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2022.

Based on 1834 Investment Advisors's 13F filing for Q1 2022, filed 24 May 2022.