Foster Victor Wealth Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

Foster Victor Wealth 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
2021 Q4	–	Sell	-1,485	Closed	-$221K	–	154
2021 Q3	$221K	Hold	1,485	–	–	0.04%	130
2021 Q2	$225K	Buy	1,485 +3	+0.2%	+$429	0.04%	131
2021 Q1	$218K	Sell	1,482 -282	-16%	-$38.6K	0.04%	132
2020 Q4	$223K	Buy	+1,764	New	+$202K	0.05%	126

Other funds holding SOXX

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Foster Victor Wealth Advisors's SOXX Position: Q4 2021 in Review

Foster Victor Wealth Advisors sold out of iShares Semiconductor ETF (SOXX) in Q4 2021, closing a stake of 1,485 shares — an estimated $221K sold.

Foster Victor Wealth Advisors first reported a position in SOXX in Q4 2020 and held it in 4 quarters. The position peaked at $225K in Q2 2021. 469 funds tracked by Wall St. Rank hold SOXX as of Q4 2021.

Foster Victor Wealth Advisors reported no remaining iShares Semiconductor ETF position as of Q4 2021 after selling out during the quarter.
Foster Victor Wealth Advisors sold 1,485 iShares Semiconductor ETF shares in Q4 2021, an estimated $221K.
Foster Victor Wealth Advisors first reported a position in iShares Semiconductor ETF in Q4 2020 and held it in 4 quarters.
Foster Victor Wealth Advisors's iShares Semiconductor ETF position peaked at $225K in Q2 2021.
469 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q4 2021.

Based on Foster Victor Wealth Advisors's 13F filing for Q4 2021, filed 19 Jan 2022.