Alaethes Wealth’s iShares Semiconductor ETF SOXX Stock Holding History

Alaethes Wealth’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 Q2	–	Sell	-60	Closed	-$9K	–	262
2022 Q1	$9K	Hold	60	–	–	0.01%	232
2021 Q4	$11K	Hold	60	–	–	0.01%	197
2021 Q3	$9K	Hold	60	–	–	0.01%	197
2021 Q2	$9K	Buy	+60	New	+$8.59K	0.01%	198

Other funds holding SOXX

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

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

Twin Tree Management Dallas, Texas $4.75B AUM 58.16% 1-Year Est. Return

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

HIIFS

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

Alaethes Wealth's SOXX Position: Q2 2022 in Review

Alaethes Wealth sold out of iShares Semiconductor ETF (SOXX) in Q2 2022, closing a stake of 60 shares — an estimated $9K sold.

Alaethes Wealth first reported a position in SOXX in Q2 2021 and held it in 4 quarters. The position peaked at $11K in Q4 2021. 453 funds tracked by Wall St. Rank hold SOXX as of Q2 2022.

Alaethes Wealth reported no remaining iShares Semiconductor ETF position as of Q2 2022 after selling out during the quarter.
Alaethes Wealth sold 60 iShares Semiconductor ETF shares in Q2 2022, an estimated $9K.
Alaethes Wealth first reported a position in iShares Semiconductor ETF in Q2 2021 and held it in 4 quarters.
Alaethes Wealth's iShares Semiconductor ETF position peaked at $11K in Q4 2021.
453 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2022.

Based on Alaethes Wealth's 13F filing for Q2 2022, filed 16 Aug 2022.