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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 -$265K – 86
2022
Q1 		$265K Buy
+168
New +$26.9K 0.02% 90

Other funds holding SOXX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Twin Tree Management
Twin Tree Management Dallas, Texas $4.75B AUM 58.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 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 $265K sold.

Carl Stuart Investment Advisor first reported a position in SOXX in Q1 2022 and held it in 1 quarter. The position peaked at $265K in Q1 2022. 453 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 $265K.
  • 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 $265K in Q1 2022.
  • 453 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.