DCM Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

DCM 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
2022 Q1	–	Sell	-2,160	Closed	-$390K	–	219
2021 Q4	$390K	Buy	2,160 +375	+21%	+$62.9K	0.12%	158
2021 Q3	$265K	Sell	1,785 -18	-1%	-$2.74K	0.1%	204
2021 Q2	$273K	Sell	1,803 -21	-1%	-$3K	0.15%	163
2021 Q1	$258K	Buy	+1,824	New	+$250K	0.15%	172

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

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

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

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

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

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 Paris, France $206B AUM 31.61% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

DCM Advisors's SOXX Position: Q1 2022 in Review

DCM Advisors sold out of iShares Semiconductor ETF (SOXX) in Q1 2022, closing a stake of 2,160 shares — an estimated $390K sold.

DCM Advisors first reported a position in SOXX in Q1 2021 and held it in 4 quarters. The position peaked at $390K in Q4 2021. 469 funds tracked by Wall St. Rank hold SOXX as of Q1 2022.

DCM Advisors reported no remaining iShares Semiconductor ETF position as of Q1 2022 after selling out during the quarter.
DCM Advisors sold 2,160 iShares Semiconductor ETF shares in Q1 2022, an estimated $390K.
DCM Advisors first reported a position in iShares Semiconductor ETF in Q1 2021 and held it in 4 quarters.
DCM Advisors's iShares Semiconductor ETF position peaked at $390K in Q4 2021.
469 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2022.

Based on DCM Advisors's 13F filing for Q1 2022, filed 9 May 2022.