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 $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Advisors Preferred Rockville, Maryland $646M AUM 32.22% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Bedel Financial Consulting's SOXX Position: Q4 2020 in Review

Bedel Financial Consulting sold out of iShares Semiconductor ETF (SOXX) in Q4 2020, closing a stake of 852 shares — an estimated $87K sold.

Bedel Financial Consulting first reported a position in SOXX in Q2 2018 and held it in 10 quarters. The position peaked at $87K in Q3 2020. 327 funds tracked by Wall St. Rank hold SOXX as of Q4 2020.

Bedel Financial Consulting reported no remaining iShares Semiconductor ETF position as of Q4 2020 after selling out during the quarter.
Bedel Financial Consulting sold 852 iShares Semiconductor ETF shares in Q4 2020, an estimated $87K.
Bedel Financial Consulting first reported a position in iShares Semiconductor ETF in Q2 2018 and held it in 10 quarters.
Bedel Financial Consulting's iShares Semiconductor ETF position peaked at $87K in Q3 2020.
327 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q4 2020.

Based on Bedel Financial Consulting's 13F filing for Q4 2020, filed 2 Feb 2021.