B&D White Capital Company’s iShares Semiconductor ETF SOXX Stock Holding History

B&D White Capital Company’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 Q2	–	Sell	-4,233	Closed	-$667K	–	69
2022 Q1	$667K	Hold	4,233	–	–	0.21%	41
2021 Q4	$765K	Hold	4,233	–	–	0.25%	37
2021 Q3	$629K	Hold	4,233	–	–	0.24%	55
2021 Q2	$640K	Buy	+4,233	New	+$606K	0.28%	31

Other funds holding SOXX

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Twin Tree Management Dallas, Texas $4.75B AUM 58.16% 1-Year Est. Return

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

HIIFS

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

B&D White Capital Company's SOXX Position: Q2 2022 in Review

B&D White Capital Company sold out of iShares Semiconductor ETF (SOXX) in Q2 2022, closing a stake of 4,233 shares — an estimated $667K sold.

B&D White Capital Company first reported a position in SOXX in Q2 2021 and held it in 4 quarters. The position peaked at $765K in Q4 2021. 453 funds tracked by Wall St. Rank hold SOXX as of Q2 2022.

B&D White Capital Company reported no remaining iShares Semiconductor ETF position as of Q2 2022 after selling out during the quarter.
B&D White Capital Company sold 4,233 iShares Semiconductor ETF shares in Q2 2022, an estimated $667K.
B&D White Capital Company first reported a position in iShares Semiconductor ETF in Q2 2021 and held it in 4 quarters.
B&D White Capital Company's iShares Semiconductor ETF position peaked at $765K in Q4 2021.
453 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2022.

Based on B&D White Capital Company's 13F filing for Q2 2022, filed 14 Jul 2022.