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

Align 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
2022 Q4	$637	Buy	+6	New	+$697	﹤0.01%	200

Other funds holding SOXX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Twin Tree Management Dallas, Texas $5.31B AUM 55.82% 1-Year Est. Return

Align Wealth Management's SOXX Position: Q4 2022 in Review

Align Wealth Management opened a new position in iShares Semiconductor ETF (SOXX) in Q4 2022: 6 shares worth $637. The stake represents ﹤0.01% of the portfolio and ranks #200 among its holdings.

460 funds tracked by Wall St. Rank hold SOXX as of Q4 2022.

Align Wealth Management held 6 shares of iShares Semiconductor ETF worth $637 as of Q4 2022.
iShares Semiconductor ETF was a new Align Wealth Management position in Q4 2022.
iShares Semiconductor ETF made up ﹤0.01% of Align Wealth Management's portfolio in Q4 2022, its #200 holding.
460 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q4 2022.

Based on Align Wealth Management's 13F filing for Q4 2022, filed 9 Jan 2023.