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Family Management’s iShares Semiconductor ETF SOXX Stock Holding History

Family 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
2024
Q2 		– Sell
-42
Closed -$9.49K – 198
2024
Q1 		$9.49K Buy
+42
New +$8.73K ﹤0.01% 172

Other funds holding SOXX

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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 $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Family Management's SOXX Position: Q2 2024 in Review

Family Management sold out of iShares Semiconductor ETF (SOXX) in Q2 2024, closing a stake of 42 shares — an estimated $9.49K sold.

Family Management first reported a position in SOXX in Q1 2024 and held it in 1 quarter. The position peaked at $9.49K in Q1 2024. 737 funds tracked by Wall St. Rank hold SOXX as of Q2 2024.

  • Family Management reported no remaining iShares Semiconductor ETF position as of Q2 2024 after selling out during the quarter.
  • Family Management sold 42 iShares Semiconductor ETF shares in Q2 2024, an estimated $9.49K.
  • Family Management first reported a position in iShares Semiconductor ETF in Q1 2024 and held it in 1 quarter.
  • Family Management's iShares Semiconductor ETF position peaked at $9.49K in Q1 2024.
  • 737 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2024.

Based on Family Management's 13F filing for Q2 2024, filed 14 Aug 2024.