DZ Bank
SOXX icon

DZ Bank’s iShares Semiconductor ETF SOXX Stock Holding History

DZ Bank’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
2024
Q3 		– Sell
-3
Closed -$740 – 1054
2024
Q2 		$740 Sell
3
-247
-99% -$56.5K ﹤0.01% 1012
2024
Q1 		$56.5K Buy
+250
New +$52K ﹤0.01% 971
2023
Q4 		– Sell
-1,047
Closed -$165K – 1039
2023
Q3 		$165K Sell
1,047
-114
-10% -$19K ﹤0.01% 840
2023
Q2 		$196K Sell
1,161
-642
-36% -$96.3K ﹤0.01% 847
2023
Q1 		$267K Buy
+1,803
New +$246K ﹤0.01% 824

Other funds holding SOXX

Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $60.6B AUM 31.35% 1-Year Est. Return
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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return