AWM
SOXX icon

Able Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History

Able Wealth Management’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
Q1 		– Sell
-15
Closed -$2.88K – 496
2023
Q4 		$2.88K Buy
+15
New +$2.52K ﹤0.01% 411

Other funds holding SOXX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Able Wealth Management's SOXX Position: Q1 2024 in Review

Able Wealth Management sold out of iShares Semiconductor ETF (SOXX) in Q1 2024, closing a stake of 15 shares — an estimated $2.88K sold.

Able Wealth Management first reported a position in SOXX in Q4 2023 and held it in 1 quarter. The position peaked at $2.88K in Q4 2023. 690 funds tracked by Wall St. Rank hold SOXX as of Q1 2024.

  • Able Wealth Management reported no remaining iShares Semiconductor ETF position as of Q1 2024 after selling out during the quarter.
  • Able Wealth Management sold 15 iShares Semiconductor ETF shares in Q1 2024, an estimated $2.88K.
  • Able Wealth Management first reported a position in iShares Semiconductor ETF in Q4 2023 and held it in 1 quarter.
  • Able Wealth Management's iShares Semiconductor ETF position peaked at $2.88K in Q4 2023.
  • 690 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.