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FormulaFolio Investments’s iShares Semiconductor ETF SOXX Stock Holding History

FormulaFolio Investments’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
Q1 		– Sell
-5,058
Closed -$639K – 757
2020
Q4 		$639K Buy
+5,058
New +$581K 0.01% 401

Other funds holding SOXX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
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
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

FormulaFolio Investments's SOXX Position: Q1 2021 in Review

FormulaFolio Investments sold out of iShares Semiconductor ETF (SOXX) in Q1 2021, closing a stake of 5,058 shares — an estimated $639K sold.

FormulaFolio Investments first reported a position in SOXX in Q4 2020 and held it in 1 quarter. The position peaked at $639K in Q4 2020. 366 funds tracked by Wall St. Rank hold SOXX as of Q1 2021.

  • FormulaFolio Investments reported no remaining iShares Semiconductor ETF position as of Q1 2021 after selling out during the quarter.
  • FormulaFolio Investments sold 5,058 iShares Semiconductor ETF shares in Q1 2021, an estimated $639K.
  • FormulaFolio Investments first reported a position in iShares Semiconductor ETF in Q4 2020 and held it in 1 quarter.
  • FormulaFolio Investments's iShares Semiconductor ETF position peaked at $639K in Q4 2020.
  • 366 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2021.

Based on FormulaFolio Investments's 13F filing for Q1 2021, filed 28 May 2021.