BDO Wealth Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

BDO Wealth Advisors’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	$223K	Hold	1,320	–	–	0.03%	250
2023 Q1	$196K	Hold	1,320	–	–	0.02%	255
2022 Q4	$153K	Hold	1,320	–	–	0.02%	285
2022 Q3	$140K	Hold	1,320	–	–	0.02%	292
2022 Q2	$154K	Hold	1,320	–	–	0.02%	284
2022 Q1	$208K	Hold	1,320	–	–	0.02%	262
2021 Q4	$239K	Hold	1,320	–	–	0.03%	260
2021 Q3	$196K	Hold	1,320	–	–	0.02%	282
2021 Q2	$200K	Hold	1,320	–	–	0.02%	290
2021 Q1	$187K	Buy	+1,320	New	+$181K	0.02%	299

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

BDO Wealth Advisors's SOXX Position: Q2 2023 in Review

BDO Wealth Advisors held its iShares Semiconductor ETF (SOXX) position steady in Q2 2023 at 1,320 shares worth $223K. The position accounts for 0.03% of the portfolio, ranked #250.

BDO Wealth Advisors first reported a position in SOXX in Q1 2021 and has held it in 10 quarters since. The position peaked at $239K in Q4 2021. 523 funds tracked by Wall St. Rank hold SOXX as of Q2 2023.

BDO Wealth Advisors held 1,320 shares of iShares Semiconductor ETF worth $223K as of Q2 2023.
BDO Wealth Advisors left its iShares Semiconductor ETF share count unchanged in Q2 2023.
iShares Semiconductor ETF made up 0.03% of BDO Wealth Advisors's portfolio in Q2 2023, its #250 holding.
BDO Wealth Advisors first reported a position in iShares Semiconductor ETF in Q1 2021 and has held it in 10 quarters since.
BDO Wealth Advisors's iShares Semiconductor ETF position peaked at $239K in Q4 2021.
523 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.