Financial Architects (New Jersey)’s iShares Semiconductor ETF SOXX Stock Holding History

Financial Architects (New Jersey)’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
2020 Q3	–	Sell	-336	Closed	-$30K	–	686
2020 Q2	$30K	Buy	336 +282	+522%	+$22.8K	0.01%	487
2020 Q1	$4K	Buy	+54	New	+$4.28K	﹤0.01%	735
2019 Q2	–	Sell	-18	Closed	-$1K	–	1440
2019 Q1	$1K	Buy	+18	New	+$1.06K	﹤0.01%	1386

Other funds holding SOXX

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Financial Architects (New Jersey)'s SOXX Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of iShares Semiconductor ETF (SOXX) in Q3 2020, closing a stake of 336 shares — an estimated $30K sold.

Financial Architects (New Jersey) first reported a position in SOXX in Q1 2019 and held it in 3 quarters. The position peaked at $30K in Q2 2020. 268 funds tracked by Wall St. Rank hold SOXX as of Q3 2020.

Financial Architects (New Jersey) reported no remaining iShares Semiconductor ETF position as of Q3 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 336 iShares Semiconductor ETF shares in Q3 2020, an estimated $30K.
Financial Architects (New Jersey) first reported a position in iShares Semiconductor ETF in Q1 2019 and held it in 3 quarters.
Financial Architects (New Jersey)'s iShares Semiconductor ETF position peaked at $30K in Q2 2020.
268 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.