Beaumont Capital Management’s iShares Semiconductor ETF SOXX Stock Holding History

Beaumont Capital 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
2024 Q1	–	Sell	-11,931	Closed	-$2.29M	–	50
2023 Q4	$2.29M	Sell	11,931 -1,518	-11%	-$255K	1.74%	25
2023 Q3	$2.12M	Sell	13,449 -1,089	-7%	-$181K	1.53%	19
2023 Q2	$2.46M	Sell	14,538 -3,993	-22%	-$599K	1.71%	22
2023 Q1	$2.75M	Sell	18,531 -1,263	-6%	-$172K	1.91%	18
2022 Q4	$2.3M	Buy	19,794 +13,887	+235%	+$1.61M	1.62%	24
2022 Q3	$628K	Sell	5,907 -23,268	-80%	-$2.92M	0.62%	24
2022 Q2	$3.4M	Buy	+29,175	New	+$3.93M	2.8%	12
2021 Q1	–	Sell	-4,950	Closed	-$626K	–	38
2020 Q4	$626K	Buy	+4,950	New	+$568K	0.63%	24

Other funds holding SOXX

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Beaumont Capital Management's SOXX Position: Q1 2024 in Review

Beaumont Capital Management sold out of iShares Semiconductor ETF (SOXX) in Q1 2024, closing a stake of 11,931 shares — an estimated $2.29M sold.

Beaumont Capital Management first reported a position in SOXX in Q4 2020 and held it in 8 quarters. The position peaked at $3.4M in Q2 2022. 690 funds tracked by Wall St. Rank hold SOXX as of Q1 2024.

Beaumont Capital Management reported no remaining iShares Semiconductor ETF position as of Q1 2024 after selling out during the quarter.
Beaumont Capital Management sold 11,931 iShares Semiconductor ETF shares in Q1 2024, an estimated $2.29M.
Beaumont Capital Management first reported a position in iShares Semiconductor ETF in Q4 2020 and held it in 8 quarters.
Beaumont Capital Management's iShares Semiconductor ETF position peaked at $3.4M in Q2 2022.
690 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2024.

Based on Beaumont Capital Management's 13F filing for Q1 2024, filed 10 May 2024.