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Catalyst Private Wealth’s iShares Semiconductor ETF SOXX Stock Holding History

Catalyst Private Wealth’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
2020
Q4 		– Sell
-231
Closed -$23K – 246
2020
Q3 		$23K Buy
+231
New +$22.6K 0.02% 160

Other funds holding SOXX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
AP
Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Catalyst Private Wealth's SOXX Position: Q4 2020 in Review

Catalyst Private Wealth sold out of iShares Semiconductor ETF (SOXX) in Q4 2020, closing a stake of 231 shares — an estimated $23K sold.

Catalyst Private Wealth first reported a position in SOXX in Q3 2020 and held it in 1 quarter. The position peaked at $23K in Q3 2020. 327 funds tracked by Wall St. Rank hold SOXX as of Q4 2020.

  • Catalyst Private Wealth reported no remaining iShares Semiconductor ETF position as of Q4 2020 after selling out during the quarter.
  • Catalyst Private Wealth sold 231 iShares Semiconductor ETF shares in Q4 2020, an estimated $23K.
  • Catalyst Private Wealth first reported a position in iShares Semiconductor ETF in Q3 2020 and held it in 1 quarter.
  • Catalyst Private Wealth's iShares Semiconductor ETF position peaked at $23K in Q3 2020.
  • 327 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q4 2020.

Based on Catalyst Private Wealth's 13F filing for Q4 2020, filed 5 Mar 2021.