Financial Management Concepts’s iShares Semiconductor ETF SOXX Stock Holding History

Financial Management Concepts’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
2021 Q4	$513K	Buy	+2,826	New	+$474K	0.37%	23

Other funds holding SOXX

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

Jane Street New York $777B AUM 61.18% 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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Financial Management Concepts's SOXX Position: Q4 2021 in Review

Financial Management Concepts opened a new position in iShares Semiconductor ETF (SOXX) in Q4 2021: 2,826 shares worth $513K. The stake represents 0.37% of the portfolio and ranks #23 among its holdings.

471 funds tracked by Wall St. Rank hold SOXX as of Q4 2021.

Financial Management Concepts held 2,826 shares of iShares Semiconductor ETF worth $513K as of Q4 2021.
iShares Semiconductor ETF was a new Financial Management Concepts position in Q4 2021.
iShares Semiconductor ETF made up 0.37% of Financial Management Concepts's portfolio in Q4 2021, its #23 holding.
471 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q4 2021.

Based on Financial Management Concepts's 13F filing for Q4 2021, filed 14 Feb 2022.