Baystate Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History

Baystate 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
2023 Q4	$5.87K	Hold	30	–	–	﹤0.01%	851
2023 Q3	$4.8K	Hold	30	–	–	﹤0.01%	691
2023 Q2	$5.14K	Hold	30	–	–	﹤0.01%	697
2023 Q1	$4.5K	Hold	30	–	–	﹤0.01%	704
2022 Q4	$4K	Hold	30	–	–	﹤0.01%	717
2022 Q3	$3K	Hold	30	–	–	﹤0.01%	717
2022 Q2	$4K	Hold	30	–	–	﹤0.01%	694
2022 Q1	$5K	Buy	+30	New	+$4.8K	﹤0.01%	659

Other funds holding SOXX

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

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

Baystate Wealth Management's SOXX Position: Q4 2023 in Review

Baystate Wealth Management held its iShares Semiconductor ETF (SOXX) position steady in Q4 2023 at 30 shares worth $5.87K. The position accounts for ﹤0.01% of the portfolio, ranked #851.

Baystate Wealth Management first reported a position in SOXX in Q1 2022 and has held it in 8 quarters since. 627 funds tracked by Wall St. Rank hold SOXX as of Q4 2023.

Baystate Wealth Management held 30 shares of iShares Semiconductor ETF worth $5.87K as of Q4 2023.
Baystate Wealth Management left its iShares Semiconductor ETF share count unchanged in Q4 2023.
iShares Semiconductor ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #851 holding.
Baystate Wealth Management first reported a position in iShares Semiconductor ETF in Q1 2022 and has held it in 8 quarters since.
627 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.