Asset Management Resources’s iShares Semiconductor ETF SOXX Stock Holding History

Asset Management Resources’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 Q3	–	Sell	-1,338	Closed	-$226K	–	61
2023 Q2	$226K	Buy	+1,338	New	+$201K	0.14%	53
2023 Q1	–	Sell	-4,926	Closed	-$571K	–	61
2022 Q4	$571K	Buy	+4,926	New	+$572K	0.39%	24

Other funds holding SOXX

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

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

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

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

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

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

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

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

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return

Asset Management Resources's SOXX Position: Q3 2023 in Review

Asset Management Resources sold out of iShares Semiconductor ETF (SOXX) in Q3 2023, closing a stake of 1,338 shares — an estimated $226K sold.

Asset Management Resources first reported a position in SOXX in Q4 2022 and held it in 2 quarters. The position peaked at $571K in Q4 2022. 522 funds tracked by Wall St. Rank hold SOXX as of Q3 2023.

Asset Management Resources reported no remaining iShares Semiconductor ETF position as of Q3 2023 after selling out during the quarter.
Asset Management Resources sold 1,338 iShares Semiconductor ETF shares in Q3 2023, an estimated $226K.
Asset Management Resources first reported a position in iShares Semiconductor ETF in Q4 2022 and held it in 2 quarters.
Asset Management Resources's iShares Semiconductor ETF position peaked at $571K in Q4 2022.
522 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2023.

Based on Asset Management Resources's 13F filing for Q3 2023, filed 3 Nov 2023.