Bedel Financial Consulting’s iShares Semiconductor ETF SOXX Stock Holding History

Bedel Financial Consulting’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
2020 Q4	–	Sell	-852	Closed	-$87K	–	872
2020 Q3	$87K	Buy	852 +3	+0.4%	+$293	0.04%	227
2020 Q2	$77K	Buy	849 +3	+0.4%	+$243	0.04%	228
2020 Q1	$58K	Hold	846	–	–	0.04%	247
2019 Q4	$71K	Buy	846 +6	+0.7%	+$461	0.04%	249
2019 Q3	$59K	Hold	840	–	–	0.04%	264
2019 Q2	$55K	Buy	840 +3	+0.4%	+$196	0.03%	270
2019 Q1	$53K	Buy	837 +3	+0.4%	+$177	0.03%	269
2018 Q4	$44K	Buy	834 +3	+0.4%	+$165	0.03%	271
2018 Q3	$48K	Buy	831 +6	+0.7%	+$371	0.03%	276
2018 Q2	$49K	Buy	+825	New	+$50.1K	0.04%	270

Other funds holding SOXX

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

Bank of America

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

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

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund

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

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return