Column Capital Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

Column Capital 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
2023 Q3	$1.18M	Buy	7,500 +3,000	+67%	+$500K	0.17%	58
2023 Q2	$761K	Hold	4,500	–	–	0.11%	66
2023 Q1	$667K	Hold	4,500	–	–	0.1%	66
2022 Q4	$522K	Buy	+4,500	New	+$522K	0.09%	66
2022 Q3	–	Sell	-4,575	Closed	-$533K	–	744
2022 Q2	$533K	Sell	4,575 -84	-2%	-$11.3K	0.1%	61
2022 Q1	$735K	Buy	+4,659	New	+$746K	0.13%	57

Other funds holding SOXX

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $5.27B AUM 2.94% 1-Year Est. Return

Column Capital Advisors's SOXX Position: Q3 2023 in Review

Column Capital Advisors increased its iShares Semiconductor ETF (SOXX) stake by 67% in Q3 2023, buying an estimated $500K and bringing the position to 7,500 shares worth $1.18M. The position accounts for 0.17% of the portfolio, ranked #58.

Column Capital Advisors first reported a position in SOXX in Q1 2022 and has held it in 6 quarters since. 522 funds tracked by Wall St. Rank hold SOXX as of Q3 2023.

Column Capital Advisors held 7,500 shares of iShares Semiconductor ETF worth $1.18M as of Q3 2023.
Column Capital Advisors bought 3,000 iShares Semiconductor ETF shares in Q3 2023, an estimated $500K.
iShares Semiconductor ETF made up 0.17% of Column Capital Advisors's portfolio in Q3 2023, its #58 holding.
Column Capital Advisors first reported a position in iShares Semiconductor ETF in Q1 2022 and has held it in 6 quarters since.
522 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2023.

Based on Column Capital Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.