Crewe Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

Crewe 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 Q2	–	Sell	-6	Closed	-$890	–	993
2023 Q1	$890	Hold	6	–	–	﹤0.01%	762
2022 Q4	$696	Hold	6	–	–	﹤0.01%	952
2022 Q3	$1K	Hold	6	–	–	﹤0.01%	1197
2022 Q2	$1K	Hold	6	–	–	﹤0.01%	1103
2022 Q1	$1K	Buy	+6	New	+$961	﹤0.01%	465

Other funds holding SOXX

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Crewe Advisors's SOXX Position: Q2 2023 in Review

Crewe Advisors sold out of iShares Semiconductor ETF (SOXX) in Q2 2023, closing a stake of 6 shares — an estimated $890 sold.

Crewe Advisors first reported a position in SOXX in Q1 2022 and held it in 5 quarters. The position peaked at $1K in Q3 2022. 523 funds tracked by Wall St. Rank hold SOXX as of Q2 2023.

Crewe Advisors reported no remaining iShares Semiconductor ETF position as of Q2 2023 after selling out during the quarter.
Crewe Advisors sold 6 iShares Semiconductor ETF shares in Q2 2023, an estimated $890.
Crewe Advisors first reported a position in iShares Semiconductor ETF in Q1 2022 and held it in 5 quarters.
Crewe Advisors's iShares Semiconductor ETF position peaked at $1K in Q3 2022.
523 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2023.

Based on Crewe Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.