Carmichael Hill & Associates’s iShares Semiconductor ETF SOXX Stock Holding History

Carmichael Hill & Associates’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
2024 Q3	$140K	Buy	606 +2	+0.3%	+$459	0.05%	225
2024 Q2	$149K	Hold	604	–	–	0.06%	208
2024 Q1	$136K	Buy	604 +1	+0.2%	+$208	0.05%	222
2023 Q4	$116K	Buy	603 +3	+0.5%	+$503	0.05%	239
2023 Q3	$94.7K	Hold	600	–	–	0.04%	245
2023 Q2	$101K	Sell	600 -162	-21%	-$24.3K	0.05%	245
2023 Q1	$113K	Buy	762 +3	+0.4%	+$409	0.05%	223
2022 Q4	$88K	Buy	+759	New	+$88.1K	0.05%	251

Other funds holding SOXX

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Carmichael Hill & Associates's SOXX Position: Q3 2024 in Review

Carmichael Hill & Associates increased its iShares Semiconductor ETF (SOXX) stake by 0.33% in Q3 2024, buying an estimated $459 and bringing the position to 606 shares worth $140K. The position accounts for 0.05% of the portfolio, ranked #225.

Carmichael Hill & Associates first reported a position in SOXX in Q4 2022 and has held it in 8 quarters since. The position peaked at $149K in Q2 2024. 741 funds tracked by Wall St. Rank hold SOXX as of Q3 2024.

Carmichael Hill & Associates held 606 shares of iShares Semiconductor ETF worth $140K as of Q3 2024.
Carmichael Hill & Associates bought 2 iShares Semiconductor ETF shares in Q3 2024, an estimated $459.
iShares Semiconductor ETF made up 0.05% of Carmichael Hill & Associates's portfolio in Q3 2024, its #225 holding.
Carmichael Hill & Associates first reported a position in iShares Semiconductor ETF in Q4 2022 and has held it in 8 quarters since.
Carmichael Hill & Associates's iShares Semiconductor ETF position peaked at $149K in Q2 2024.
741 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.