AMG National Trust Bank’s iShares Semiconductor ETF SOXX Stock Holding History

AMG National Trust Bank’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
2023 Q2	–	Sell	-1,500	Closed	-$222K	–	458
2023 Q1	$222K	Buy	+1,500	New	+$204K	0.01%	428

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

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

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

AMG National Trust Bank's SOXX Position: Q2 2023 in Review

AMG National Trust Bank sold out of iShares Semiconductor ETF (SOXX) in Q2 2023, closing a stake of 1,500 shares — an estimated $222K sold.

AMG National Trust Bank first reported a position in SOXX in Q1 2023 and held it in 1 quarter. The position peaked at $222K in Q1 2023. 523 funds tracked by Wall St. Rank hold SOXX as of Q2 2023.

AMG National Trust Bank reported no remaining iShares Semiconductor ETF position as of Q2 2023 after selling out during the quarter.
AMG National Trust Bank sold 1,500 iShares Semiconductor ETF shares in Q2 2023, an estimated $222K.
AMG National Trust Bank first reported a position in iShares Semiconductor ETF in Q1 2023 and held it in 1 quarter.
AMG National Trust Bank's iShares Semiconductor ETF position peaked at $222K in Q1 2023.
523 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2023.

Based on AMG National Trust Bank's 13F filing for Q2 2023, filed 3 Aug 2023.