Cornerstone Planning Group’s iShares Semiconductor ETF SOXX Stock Holding History

Cornerstone Planning Group’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 Q4	–	Sell	-27	Closed	-$4.26K	–	1017
2023 Q3	$4.26K	Hold	27	–	–	﹤0.01%	547
2023 Q2	$4.57K	Buy	+27	New	+$4.05K	﹤0.01%	923

Other funds holding SOXX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cornerstone Planning Group's SOXX Position: Q4 2023 in Review

Cornerstone Planning Group sold out of iShares Semiconductor ETF (SOXX) in Q4 2023, closing a stake of 27 shares — an estimated $4.26K sold.

Cornerstone Planning Group first reported a position in SOXX in Q2 2023 and held it in 2 quarters. The position peaked at $4.57K in Q2 2023. 627 funds tracked by Wall St. Rank hold SOXX as of Q4 2023.

Cornerstone Planning Group reported no remaining iShares Semiconductor ETF position as of Q4 2023 after selling out during the quarter.
Cornerstone Planning Group sold 27 iShares Semiconductor ETF shares in Q4 2023, an estimated $4.26K.
Cornerstone Planning Group first reported a position in iShares Semiconductor ETF in Q2 2023 and held it in 2 quarters.
Cornerstone Planning Group's iShares Semiconductor ETF position peaked at $4.57K in Q2 2023.
627 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q4 2023.

Based on Cornerstone Planning Group's 13F filing for Q4 2023, filed 12 Feb 2024.