B. Riley Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History

B. Riley Wealth Management’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	-4,344	Closed	-$685K	–	807
2022 Q1	$685K	Buy	4,344 +444	+11%	+$71.1K	0.05%	273
2021 Q4	$705K	Sell	3,900 -396	-9%	-$66.4K	0.05%	279
2021 Q3	$638K	Buy	+4,296	New	+$653K	0.05%	292
2014 Q3	–	Sell	-450	Closed	-$12K	–	1151
2014 Q2	$12K	Buy	+450	New	+$12.1K	0.01%	785

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. Riley Wealth Management's SOXX Position: Q2 2022 in Review

B. Riley Wealth Management sold out of iShares Semiconductor ETF (SOXX) in Q2 2022, closing a stake of 4,344 shares — an estimated $685K sold.

B. Riley Wealth Management first reported a position in SOXX in Q2 2014 and held it in 4 quarters. The position peaked at $705K in Q4 2021. 453 funds tracked by Wall St. Rank hold SOXX as of Q2 2022.

B. Riley Wealth Management reported no remaining iShares Semiconductor ETF position as of Q2 2022 after selling out during the quarter.
B. Riley Wealth Management sold 4,344 iShares Semiconductor ETF shares in Q2 2022, an estimated $685K.
B. Riley Wealth Management first reported a position in iShares Semiconductor ETF in Q2 2014 and held it in 4 quarters.
B. Riley Wealth Management's iShares Semiconductor ETF position peaked at $705K in Q4 2021.
453 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.