Edge Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History

Edge Wealth Management’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	-150	Closed	-$27K	–	402
2021 Q4	$27K	Hold	150	–	–	﹤0.01%	234
2021 Q3	$22K	Hold	150	–	–	﹤0.01%	255
2021 Q2	$23K	Hold	150	–	–	﹤0.01%	264
2021 Q1	$21K	Buy	+150	New	+$20.5K	﹤0.01%	266

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

Edge Wealth Management's SOXX Position: Q1 2022 in Review

Edge Wealth Management sold out of iShares Semiconductor ETF (SOXX) in Q1 2022, closing a stake of 150 shares — an estimated $27K sold.

Edge Wealth Management first reported a position in SOXX in Q1 2021 and held it in 4 quarters. The position peaked at $27K in Q4 2021. 469 funds tracked by Wall St. Rank hold SOXX as of Q1 2022.

Edge Wealth Management reported no remaining iShares Semiconductor ETF position as of Q1 2022 after selling out during the quarter.
Edge Wealth Management sold 150 iShares Semiconductor ETF shares in Q1 2022, an estimated $27K.
Edge Wealth Management first reported a position in iShares Semiconductor ETF in Q1 2021 and held it in 4 quarters.
Edge Wealth Management's iShares Semiconductor ETF position peaked at $27K in Q4 2021.
469 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.