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Financial Freedom LLC’s iShares Semiconductor ETF SOXX Stock Holding History

Financial Freedom LLC’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
2023
Q3 		– Sell
-60
Closed -$10.3K – 407
2023
Q2 		$10.3K Hold
60
– – 0.01% 271
2023
Q1 		$9K Hold
60
– – 0.01% 281
2022
Q4 		$7.04K Buy
+60
New +$6.97K ﹤0.01% 292

Other funds holding SOXX

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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

Financial Freedom LLC's SOXX Position: Q3 2023 in Review

Financial Freedom LLC sold out of iShares Semiconductor ETF (SOXX) in Q3 2023, closing a stake of 60 shares — an estimated $10.3K sold.

Financial Freedom LLC first reported a position in SOXX in Q4 2022 and held it in 3 quarters. The position peaked at $10.3K in Q2 2023. 523 funds tracked by Wall St. Rank hold SOXX as of Q3 2023.

  • Financial Freedom LLC reported no remaining iShares Semiconductor ETF position as of Q3 2023 after selling out during the quarter.
  • Financial Freedom LLC sold 60 iShares Semiconductor ETF shares in Q3 2023, an estimated $10.3K.
  • Financial Freedom LLC first reported a position in iShares Semiconductor ETF in Q4 2022 and held it in 3 quarters.
  • Financial Freedom LLC's iShares Semiconductor ETF position peaked at $10.3K in Q2 2023.
  • 523 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2023.

Based on Financial Freedom LLC's 13F filing for Q3 2023, filed 6 Nov 2023.