FourThought Financial’s iShares Semiconductor ETF SOXX Stock Holding History

FourThought Financial’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
2022 Q3	$483K	Buy	4,545 +4,254	+1,462%	+$533K	0.07%	183
2022 Q2	$34K	Hold	291	–	–	0.01%	725
2022 Q1	$46K	Hold	291	–	–	0.01%	687
2021 Q4	$53K	Hold	291	–	–	0.01%	646
2021 Q3	$43K	Buy	+291	New	+$44.2K	0.01%	735

Other funds holding SOXX

Goldman Sachs New York $871B AUM 31.28% 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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

FourThought Financial's SOXX Position: Q3 2022 in Review

FourThought Financial increased its iShares Semiconductor ETF (SOXX) stake by 1,462% in Q3 2022, buying an estimated $533K and bringing the position to 4,545 shares worth $483K. The position accounts for 0.07% of the portfolio, ranked #183.

FourThought Financial first reported a position in SOXX in Q3 2021 and has held it in 5 quarters since. 415 funds tracked by Wall St. Rank hold SOXX as of Q3 2022.

FourThought Financial held 4,545 shares of iShares Semiconductor ETF worth $483K as of Q3 2022.
FourThought Financial bought 4,254 iShares Semiconductor ETF shares in Q3 2022, an estimated $533K.
iShares Semiconductor ETF made up 0.07% of FourThought Financial's portfolio in Q3 2022, its #183 holding.
FourThought Financial first reported a position in iShares Semiconductor ETF in Q3 2021 and has held it in 5 quarters since.
415 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.