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Carl Stuart Investment Advisor’s iShares Semiconductor ETF SOXX Stock Holding History

Carl Stuart Investment Advisor’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
2022
Q2 		– Sell
-168
Closed -$26.5K – 86
2022
Q1 		$26.5K Buy
+168
New +$26.9K 0.02% 90

Other funds holding SOXX

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Twin Tree Management
Twin Tree Management Dallas, Texas $5.31B AUM 55.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Carl Stuart Investment Advisor's SOXX Position: Q2 2022 in Review

Carl Stuart Investment Advisor sold out of iShares Semiconductor ETF (SOXX) in Q2 2022, closing a stake of 168 shares — an estimated $26.5K sold.

Carl Stuart Investment Advisor first reported a position in SOXX in Q1 2022 and held it in 1 quarter. The position peaked at $26.5K in Q1 2022. 451 funds tracked by Wall St. Rank hold SOXX as of Q2 2022.

  • Carl Stuart Investment Advisor reported no remaining iShares Semiconductor ETF position as of Q2 2022 after selling out during the quarter.
  • Carl Stuart Investment Advisor sold 168 iShares Semiconductor ETF shares in Q2 2022, an estimated $26.5K.
  • Carl Stuart Investment Advisor first reported a position in iShares Semiconductor ETF in Q1 2022 and held it in 1 quarter.
  • Carl Stuart Investment Advisor's iShares Semiconductor ETF position peaked at $26.5K in Q1 2022.
  • 451 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2022.

Based on Carl Stuart Investment Advisor's 13F filing for Q2 2022, filed 11 Aug 2022.