FinTrust Capital Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

FinTrust Capital Advisors’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 Q3	$12.2K	Buy	+53	New	+$12.2K	﹤0.01%	900
2023 Q3	–	Sell	-63	Closed	-$7.31K	–	1336
2023 Q2	$7.31K	Hold	63	–	–	﹤0.01%	815
2023 Q1	$7.31K	Hold	63	–	–	﹤0.01%	810
2022 Q4	$7.31K	Hold	63	–	–	﹤0.01%	808
2022 Q3	$6K	Hold	63	–	–	﹤0.01%	1000
2022 Q2	$8K	Sell	63 -216	-77%	-$29.1K	﹤0.01%	955
2022 Q1	$44K	Buy	+279	New	+$44.7K	0.01%	597

Other funds holding SOXX

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

FinTrust Capital Advisors's SOXX Position: Q3 2024 in Review

FinTrust Capital Advisors opened a new position in iShares Semiconductor ETF (SOXX) in Q3 2024: 53 shares worth $12.2K. The stake represents ﹤0.01% of the portfolio and ranks #900 among its holdings. This is a return to the name: FinTrust Capital Advisors previously reported a position in SOXX as recently as Q2 2023.

FinTrust Capital Advisors first reported a position in SOXX in Q1 2022 and has held it in 7 quarters since. The position peaked at $44K in Q1 2022. 741 funds tracked by Wall St. Rank hold SOXX as of Q3 2024.

FinTrust Capital Advisors held 53 shares of iShares Semiconductor ETF worth $12.2K as of Q3 2024.
iShares Semiconductor ETF was a new FinTrust Capital Advisors position in Q3 2024.
iShares Semiconductor ETF made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #900 holding.
FinTrust Capital Advisors first reported a position in iShares Semiconductor ETF in Q1 2022 and has held it in 7 quarters since.
FinTrust Capital Advisors's iShares Semiconductor ETF position peaked at $44K in Q1 2022.
741 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.