American Planning Services’s iShares Semiconductor ETF SOXX Stock Holding History

American Planning Services’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 Q3	–	Sell	-3,480	Closed	-$405K	–	36
2022 Q2	$405K	Sell	3,480 -32,076	-90%	-$4.33M	0.45%	15
2022 Q1	$5.61M	Buy	35,556 +723	+2%	+$116K	5.99%	6
2021 Q4	$6.3M	Buy	+34,833	New	+$5.84M	5.57%	5

Other funds holding SOXX

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

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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

American Planning Services's SOXX Position: Q3 2022 in Review

American Planning Services sold out of iShares Semiconductor ETF (SOXX) in Q3 2022, closing a stake of 3,480 shares — an estimated $405K sold.

American Planning Services first reported a position in SOXX in Q4 2021 and held it in 3 quarters. The position peaked at $6.3M in Q4 2021. 414 funds tracked by Wall St. Rank hold SOXX as of Q3 2022.

American Planning Services reported no remaining iShares Semiconductor ETF position as of Q3 2022 after selling out during the quarter.
American Planning Services sold 3,480 iShares Semiconductor ETF shares in Q3 2022, an estimated $405K.
American Planning Services first reported a position in iShares Semiconductor ETF in Q4 2021 and held it in 3 quarters.
American Planning Services's iShares Semiconductor ETF position peaked at $6.3M in Q4 2021.
414 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2022.

Based on American Planning Services's 13F filing for Q3 2022, filed 9 Nov 2022.