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Cutter & Co Brokerage’s iShares Semiconductor ETF SOXX Stock Holding History

Cutter & Co Brokerage’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
2022
Q1 		– Sell
-1,329
Closed -$240K – 271
2021
Q4 		$240K Sell
1,329
-102
-7% -$17.1K 0.07% 226
2021
Q3 		$213K Sell
1,431
-147
-9% -$22.3K 0.05% 262
2021
Q2 		$239K Buy
+1,578
New +$226K 0.06% 245

Other funds holding SOXX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Cutter & Co Brokerage's SOXX Position: Q1 2022 in Review

Cutter & Co Brokerage sold out of iShares Semiconductor ETF (SOXX) in Q1 2022, closing a stake of 1,329 shares — an estimated $240K sold.

Cutter & Co Brokerage first reported a position in SOXX in Q2 2021 and held it in 3 quarters. The position peaked at $240K in Q4 2021. 469 funds tracked by Wall St. Rank hold SOXX as of Q1 2022.

  • Cutter & Co Brokerage reported no remaining iShares Semiconductor ETF position as of Q1 2022 after selling out during the quarter.
  • Cutter & Co Brokerage sold 1,329 iShares Semiconductor ETF shares in Q1 2022, an estimated $240K.
  • Cutter & Co Brokerage first reported a position in iShares Semiconductor ETF in Q2 2021 and held it in 3 quarters.
  • Cutter & Co Brokerage's iShares Semiconductor ETF position peaked at $240K in Q4 2021.
  • 469 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2022.

Based on Cutter & Co Brokerage's 13F filing for Q1 2022, filed 3 May 2022.