Allred Capital Management’s iShares Semiconductor ETF SOXX Stock Holding History

Allred Capital 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
2021 Q2	–	Sell	-903	Closed	-$128K	–	675
2021 Q1	$128K	Buy	+903	New	+$124K	0.06%	228
2020 Q1	–	Sell	-1,344	Closed	-$112K	–	623
2019 Q4	$112K	Buy	+1,344	New	+$103K	0.06%	201

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

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

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

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

HIIFS

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

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Allred Capital Management's SOXX Position: Q2 2021 in Review

Allred Capital Management sold out of iShares Semiconductor ETF (SOXX) in Q2 2021, closing a stake of 903 shares — an estimated $128K sold.

Allred Capital Management first reported a position in SOXX in Q4 2019 and held it in 2 quarters. The position peaked at $128K in Q1 2021. 376 funds tracked by Wall St. Rank hold SOXX as of Q2 2021.

Allred Capital Management reported no remaining iShares Semiconductor ETF position as of Q2 2021 after selling out during the quarter.
Allred Capital Management sold 903 iShares Semiconductor ETF shares in Q2 2021, an estimated $128K.
Allred Capital Management first reported a position in iShares Semiconductor ETF in Q4 2019 and held it in 2 quarters.
Allred Capital Management's iShares Semiconductor ETF position peaked at $128K in Q1 2021.
376 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2021.

Based on Allred Capital Management's 13F filing for Q2 2021, filed 5 Aug 2021.