Flagship Private Wealth’s iShares Semiconductor ETF SOXX Stock Holding History

Flagship Private Wealth’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 Q3	–	Sell	-318	Closed	-$47K	–	260
2021 Q2	$47K	Buy	+318	New	+$45.5K	0.04%	136
2021 Q1	–	Sell	-81	Closed	-$10.5K	–	319
2020 Q4	$10.5K	Buy	+81	New	+$9.3K	0.01%	224

Other funds holding SOXX

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

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

Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return

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

Flagship Private Wealth's SOXX Position: Q3 2021 in Review

Flagship Private Wealth sold out of iShares Semiconductor ETF (SOXX) in Q3 2021, closing a stake of 318 shares — an estimated $47K sold.

Flagship Private Wealth first reported a position in SOXX in Q4 2020 and held it in 2 quarters. The position peaked at $47K in Q2 2021. 383 funds tracked by Wall St. Rank hold SOXX as of Q3 2021.

Flagship Private Wealth reported no remaining iShares Semiconductor ETF position as of Q3 2021 after selling out during the quarter.
Flagship Private Wealth sold 318 iShares Semiconductor ETF shares in Q3 2021, an estimated $47K.
Flagship Private Wealth first reported a position in iShares Semiconductor ETF in Q4 2020 and held it in 2 quarters.
Flagship Private Wealth's iShares Semiconductor ETF position peaked at $47K in Q2 2021.
383 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2021.

Based on Flagship Private Wealth's 13F filing for Q3 2021, filed 20 Oct 2021.