BerganKDV Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History

BerganKDV Wealth 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
2020 Q3	–	Sell	-648	Closed	-$59K	–	997
2020 Q2	$59K	Hold	648	–	–	0.01%	337
2020 Q1	$44K	Buy	648 +384	+145%	+$30.4K	0.01%	335
2019 Q4	$22K	Buy	+264	New	+$20.3K	﹤0.01%	436
2018 Q3	–	Sell	-405	Closed	-$24K	–	651
2018 Q2	$24K	Buy	+405	New	+$24.6K	0.01%	412

Other funds holding SOXX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

BerganKDV Wealth Management's SOXX Position: Q3 2020 in Review

BerganKDV Wealth Management sold out of iShares Semiconductor ETF (SOXX) in Q3 2020, closing a stake of 648 shares — an estimated $59K sold.

BerganKDV Wealth Management first reported a position in SOXX in Q2 2018 and held it in 4 quarters. The position peaked at $59K in Q2 2020. 268 funds tracked by Wall St. Rank hold SOXX as of Q3 2020.

BerganKDV Wealth Management reported no remaining iShares Semiconductor ETF position as of Q3 2020 after selling out during the quarter.
BerganKDV Wealth Management sold 648 iShares Semiconductor ETF shares in Q3 2020, an estimated $59K.
BerganKDV Wealth Management first reported a position in iShares Semiconductor ETF in Q2 2018 and held it in 4 quarters.
BerganKDV Wealth Management's iShares Semiconductor ETF position peaked at $59K in Q2 2020.
268 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2020.

Based on BerganKDV Wealth Management's 13F filing for Q3 2020, filed 5 Nov 2020.