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DB Wealth Management Group’s iShares Semiconductor ETF SOXX Stock Holding History

DB Wealth Management 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
2021
Q2 		– Sell
-114
Closed -$16K – 382
2021
Q1 		$16K Hold
114
– – 0.01% 245
2020
Q4 		$14K Buy
+114
New +$13.1K 0.01% 251

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DB Wealth Management Group's SOXX Position: Q2 2021 in Review

DB Wealth Management Group sold out of iShares Semiconductor ETF (SOXX) in Q2 2021, closing a stake of 114 shares — an estimated $16K sold.

DB Wealth Management Group first reported a position in SOXX in Q4 2020 and held it in 2 quarters. The position peaked at $16K in Q1 2021. 376 funds tracked by Wall St. Rank hold SOXX as of Q2 2021.

  • DB Wealth Management Group reported no remaining iShares Semiconductor ETF position as of Q2 2021 after selling out during the quarter.
  • DB Wealth Management Group sold 114 iShares Semiconductor ETF shares in Q2 2021, an estimated $16K.
  • DB Wealth Management Group first reported a position in iShares Semiconductor ETF in Q4 2020 and held it in 2 quarters.
  • DB Wealth Management Group's iShares Semiconductor ETF position peaked at $16K in Q1 2021.
  • 376 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2021.

Based on DB Wealth Management Group's 13F filing for Q2 2021, filed 4 Aug 2021.