Beacon Pointe Wealth Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

Beacon Pointe 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
2019 Q4	$420K	Buy	5,019 +84	+2%	+$6.46K	0.08%	174
2019 Q3	$348K	Hold	4,935	–	–	0.07%	196
2019 Q2	$326K	Buy	4,935 +156	+3%	+$10.2K	0.07%	206
2019 Q1	$300K	Sell	4,779 -354	-7%	-$20.9K	0.07%	208
2018 Q4	$270K	Buy	+5,133	New	+$282K	0.1%	184

Other funds holding SOXX

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

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

Beacon Pointe Wealth Advisors's SOXX Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors increased its iShares Semiconductor ETF (SOXX) stake by 1.7% in Q4 2019, buying an estimated $6.46K and bringing the position to 5,019 shares worth $420K. The position accounts for 0.08% of the portfolio, ranked #174.

Beacon Pointe Wealth Advisors first reported a position in SOXX in Q4 2018 and has held it in 5 quarters since. 228 funds tracked by Wall St. Rank hold SOXX as of Q4 2019.

Beacon Pointe Wealth Advisors held 5,019 shares of iShares Semiconductor ETF worth $420K as of Q4 2019.
Beacon Pointe Wealth Advisors bought 84 iShares Semiconductor ETF shares in Q4 2019, an estimated $6.46K.
iShares Semiconductor ETF made up 0.08% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #174 holding.
Beacon Pointe Wealth Advisors first reported a position in iShares Semiconductor ETF in Q4 2018 and has held it in 5 quarters since.
228 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.