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

CarsonAllaria 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
2022
Q1 		– Sell
-6
Closed -$1K – 357
2021
Q4 		$1K Buy
+6
New +$1.01K ﹤0.01% 353

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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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

CarsonAllaria Wealth Management's SOXX Position: Q1 2022 in Review

CarsonAllaria Wealth Management sold out of iShares Semiconductor ETF (SOXX) in Q1 2022, closing a stake of 6 shares — an estimated $1K sold.

CarsonAllaria Wealth Management first reported a position in SOXX in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 469 funds tracked by Wall St. Rank hold SOXX as of Q1 2022.

  • CarsonAllaria Wealth Management reported no remaining iShares Semiconductor ETF position as of Q1 2022 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 6 iShares Semiconductor ETF shares in Q1 2022, an estimated $1K.
  • CarsonAllaria Wealth Management first reported a position in iShares Semiconductor ETF in Q4 2021 and held it in 1 quarter.
  • CarsonAllaria Wealth Management's iShares Semiconductor ETF position peaked at $1K in Q4 2021.
  • 469 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2022.

Based on CarsonAllaria Wealth Management's 13F filing for Q1 2022, filed 5 May 2022.