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Cedar Brook Financial Partners’s iShares Semiconductor ETF SOXX Stock Holding History

Cedar Brook Financial Partners’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
Q2 		– Sell
-957
Closed -$216K – 347
2024
Q1 		$216K Buy
+957
New +$199K 0.04% 405
2022
Q2 		– Sell
-1,572
Closed -$248K – 389
2022
Q1 		$248K Buy
+1,572
New +$252K 0.06% 315

Other funds holding SOXX

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cedar Brook Financial Partners's SOXX Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of iShares Semiconductor ETF (SOXX) in Q2 2024, closing a stake of 957 shares — an estimated $216K sold.

Cedar Brook Financial Partners first reported a position in SOXX in Q1 2022 and held it in 2 quarters. The position peaked at $248K in Q1 2022. 739 funds tracked by Wall St. Rank hold SOXX as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining iShares Semiconductor ETF position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 957 iShares Semiconductor ETF shares in Q2 2024, an estimated $216K.
  • Cedar Brook Financial Partners first reported a position in iShares Semiconductor ETF in Q1 2022 and held it in 2 quarters.
  • Cedar Brook Financial Partners's iShares Semiconductor ETF position peaked at $248K in Q1 2022.
  • 739 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.