Clarus Wealth Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

Clarus Wealth Advisors’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
2018 Q3	–	Sell	-150	Closed	-$9K	–	764
2018 Q2	$9K	Buy	+150	New	+$9.11K	0.01%	548

Other funds holding SOXX

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

Clarus Wealth Advisors's SOXX Position: Q3 2018 in Review

Clarus Wealth Advisors sold out of iShares Semiconductor ETF (SOXX) in Q3 2018, closing a stake of 150 shares — an estimated $9K sold.

Clarus Wealth Advisors first reported a position in SOXX in Q2 2018 and held it in 1 quarter. The position peaked at $9K in Q2 2018. 151 funds tracked by Wall St. Rank hold SOXX as of Q3 2018.

Clarus Wealth Advisors reported no remaining iShares Semiconductor ETF position as of Q3 2018 after selling out during the quarter.
Clarus Wealth Advisors sold 150 iShares Semiconductor ETF shares in Q3 2018, an estimated $9K.
Clarus Wealth Advisors first reported a position in iShares Semiconductor ETF in Q2 2018 and held it in 1 quarter.
Clarus Wealth Advisors's iShares Semiconductor ETF position peaked at $9K in Q2 2018.
151 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2018.

Based on Clarus Wealth Advisors's 13F filing for Q3 2018, filed 3 Oct 2018.