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

Financial Management Professionals’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
Q4 		– Sell
-4,171
Closed -$962K – 1041
2024
Q3 		$962K Buy
4,171
+336
+9% +$77.2K 0.12% 63
2024
Q2 		$946K Sell
3,835
-42
-1% -$9.61K 0.13% 58
2024
Q1 		$876K Sell
3,877
-236
-6% -$49.1K 0.13% 60
2023
Q4 		$790K Sell
4,113
-726
-15% -$122K 0.13% 56
2023
Q3 		$764K Sell
4,839
-366
-7% -$60.9K 0.13% 53
2023
Q2 		$880K Buy
+5,205
New +$781K 0.15% 53
2018
Q2 		– Sell
-75,138
Closed -$4.51M – 305
2018
Q1 		$4.51M Sell
75,138
-1,257
-2% -$76.6K 2.33% 8
2017
Q4 		$4.32M Sell
76,395
-1,353
-2% -$77K 1.82% 11
2017
Q3 		$4.11M Sell
77,748
-648
-0.8% -$32.2K 1.8% 11
2017
Q2 		$3.66M Sell
78,396
-2,376
-3% -$112K 1.66% 15
2017
Q1 		$3.75M Sell
80,772
-8,028
-9% -$350K 1.91% 12
2016
Q4 		$3.6M Sell
88,800
-3,111
-3% -$120K 1.88% 13
2016
Q3 		$3.46M Buy
+91,911
New +$3.21M 1.79% 12

Other funds holding SOXX

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Financial Management Professionals's SOXX Position: Q4 2024 in Review

Financial Management Professionals sold out of iShares Semiconductor ETF (SOXX) in Q4 2024, closing a stake of 4,171 shares — an estimated $962K sold.

Financial Management Professionals first reported a position in SOXX in Q3 2016 and held it in 13 quarters. The position peaked at $4.51M in Q1 2018. 761 funds tracked by Wall St. Rank hold SOXX as of Q4 2024.

  • Financial Management Professionals reported no remaining iShares Semiconductor ETF position as of Q4 2024 after selling out during the quarter.
  • Financial Management Professionals sold 4,171 iShares Semiconductor ETF shares in Q4 2024, an estimated $962K.
  • Financial Management Professionals first reported a position in iShares Semiconductor ETF in Q3 2016 and held it in 13 quarters.
  • Financial Management Professionals's iShares Semiconductor ETF position peaked at $4.51M in Q1 2018.
  • 761 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q4 2024.

Based on Financial Management Professionals's 13F filing for Q4 2024, filed 15 Jan 2025.