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Capital Wealth Planning’s iShares Semiconductor ETF SOXX Stock Holding History

Capital Wealth Planning’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
2021
Q4 		– Sell
-7,185
Closed -$1.07M – 129
2021
Q3 		$1.07M Buy
+7,185
New +$1.09M 0.03% 47

Other funds holding SOXX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Capital Wealth Planning's SOXX Position: Q4 2021 in Review

Capital Wealth Planning sold out of iShares Semiconductor ETF (SOXX) in Q4 2021, closing a stake of 7,185 shares — an estimated $1.07M sold.

Capital Wealth Planning first reported a position in SOXX in Q3 2021 and held it in 1 quarter. The position peaked at $1.07M in Q3 2021. 471 funds tracked by Wall St. Rank hold SOXX as of Q4 2021.

  • Capital Wealth Planning reported no remaining iShares Semiconductor ETF position as of Q4 2021 after selling out during the quarter.
  • Capital Wealth Planning sold 7,185 iShares Semiconductor ETF shares in Q4 2021, an estimated $1.07M.
  • Capital Wealth Planning first reported a position in iShares Semiconductor ETF in Q3 2021 and held it in 1 quarter.
  • Capital Wealth Planning's iShares Semiconductor ETF position peaked at $1.07M in Q3 2021.
  • 471 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q4 2021.

Based on Capital Wealth Planning's 13F filing for Q4 2021, filed 4 Feb 2022.