C2C Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History

C2C 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
2023 Q4	–	Sell	-1,842	Closed	-$289K	–	213
2023 Q3	$289K	Hold	1,842	–	–	0.04%	201
2023 Q2	$327K	Buy	1,842 +3	+0.2%	+$450	0.04%	196
2023 Q1	$258K	Buy	1,839 +75	+4%	+$10.2K	0.04%	208
2022 Q4	$222K	Buy	1,764 +3	+0.2%	+$348	0.04%	158
2022 Q3	$203K	Buy	1,761 +3	+0.2%	+$376	0.04%	162
2022 Q2	$225K	Hold	1,758	–	–	0.04%	164
2022 Q1	$257K	Buy	+1,758	New	+$282K	0.04%	164

Other funds holding SOXX

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

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

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

C2C Wealth Management's SOXX Position: Q4 2023 in Review

C2C Wealth Management sold out of iShares Semiconductor ETF (SOXX) in Q4 2023, closing a stake of 1,842 shares — an estimated $289K sold.

C2C Wealth Management first reported a position in SOXX in Q1 2022 and held it in 7 quarters. The position peaked at $327K in Q2 2023. 627 funds tracked by Wall St. Rank hold SOXX as of Q4 2023.

C2C Wealth Management reported no remaining iShares Semiconductor ETF position as of Q4 2023 after selling out during the quarter.
C2C Wealth Management sold 1,842 iShares Semiconductor ETF shares in Q4 2023, an estimated $289K.
C2C Wealth Management first reported a position in iShares Semiconductor ETF in Q1 2022 and held it in 7 quarters.
C2C Wealth Management's iShares Semiconductor ETF position peaked at $327K in Q2 2023.
627 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q4 2023.

Based on C2C Wealth Management's 13F filing for Q4 2023, filed 13 Feb 2024.