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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

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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. 737 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.
  • 737 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.