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Buck Wealth Strategies’s iShares Semiconductor ETF SOXX Stock Holding History

Buck Wealth Strategies’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
2023
Q4 		– Sell
-291
Closed -$45.9K – 295
2023
Q3 		$45.9K Buy
+291
New +$48.5K 0.02% 117

Other funds holding SOXX

Morgan Stanley
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Buck Wealth Strategies's SOXX Position: Q4 2023 in Review

Buck Wealth Strategies sold out of iShares Semiconductor ETF (SOXX) in Q4 2023, closing a stake of 291 shares — an estimated $45.9K sold.

Buck Wealth Strategies first reported a position in SOXX in Q3 2023 and held it in 1 quarter. The position peaked at $45.9K in Q3 2023. 627 funds tracked by Wall St. Rank hold SOXX as of Q4 2023.

  • Buck Wealth Strategies reported no remaining iShares Semiconductor ETF position as of Q4 2023 after selling out during the quarter.
  • Buck Wealth Strategies sold 291 iShares Semiconductor ETF shares in Q4 2023, an estimated $45.9K.
  • Buck Wealth Strategies first reported a position in iShares Semiconductor ETF in Q3 2023 and held it in 1 quarter.
  • Buck Wealth Strategies's iShares Semiconductor ETF position peaked at $45.9K in Q3 2023.
  • 627 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q4 2023.

Based on Buck Wealth Strategies's 13F filing for Q4 2023, filed 23 Jan 2024.