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American Portfolios Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

American Portfolios Advisors’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 		$275K Buy
2,586
+603
+30% +$75.6K 0.01% 889
2022
Q2 		$231K Sell
1,983
-27
-1% -$3.64K 0.01% 980
2022
Q1 		$317K Sell
2,010
-2,190
-52% -$351K 0.01% 948
2021
Q4 		$759K Buy
4,200
+2,565
+157% +$430K 0.03% 571
2021
Q3 		$243K Sell
1,635
-540
-25% -$82.1K 0.01% 1030
2021
Q2 		$329K Buy
2,175
+108
+5% +$15.5K 0.01% 913
2021
Q1 		$292K Buy
2,067
+132
+7% +$18.1K 0.01% 877
2020
Q4 		$244K Hold
1,935
– – 0.01% 818
2020
Q3 		$196K Buy
1,935
+132
+7% +$12.9K 0.01% 800
2020
Q2 		$163K Buy
1,803
+75
+4% +$6.06K 0.01% 809
2020
Q1 		$118K Buy
1,728
+180
+12% +$14.3K 0.01% 836
2019
Q4 		$130K Sell
1,548
-75
-5% -$5.77K 0.01% 925
2019
Q3 		$114K Sell
1,623
-48
-3% -$3.31K 0.01% 947
2019
Q2 		$111K Hold
1,671
– – 0.01% 942
2019
Q1 		$106K Hold
1,671
– – 0.01% 869
2018
Q4 		$87.4K Sell
1,671
-510
-23% -$28K 0.01% 777
2018
Q3 		$135K Buy
2,181
+402
+23% +$24.8K 0.02% 723
2018
Q2 		$106K Sell
1,779
-96
-5% -$5.83K 0.01% 783
2018
Q1 		$113K Sell
1,875
-420
-18% -$25.6K 0.02% 705
2017
Q4 		$130K Buy
+2,295
New +$131K 0.02% 647

Other funds holding SOXX

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

American Portfolios Advisors's SOXX Position: Q3 2022 in Review

American Portfolios Advisors increased its iShares Semiconductor ETF (SOXX) stake by 30% in Q3 2022, buying an estimated $75.6K and bringing the position to 2,586 shares worth $275K. The position accounts for 0.01% of the portfolio, ranked #889.

American Portfolios Advisors first reported a position in SOXX in Q4 2017 and has held it in 20 quarters since. The position peaked at $759K in Q4 2021. 415 funds tracked by Wall St. Rank hold SOXX as of Q3 2022.

  • American Portfolios Advisors held 2,586 shares of iShares Semiconductor ETF worth $275K as of Q3 2022.
  • American Portfolios Advisors bought 603 iShares Semiconductor ETF shares in Q3 2022, an estimated $75.6K.
  • iShares Semiconductor ETF made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #889 holding.
  • American Portfolios Advisors first reported a position in iShares Semiconductor ETF in Q4 2017 and has held it in 20 quarters since.
  • American Portfolios Advisors's iShares Semiconductor ETF position peaked at $759K in Q4 2021.
  • 415 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.