Fulcrum Equity Management’s iShares Semiconductor ETF SOXX Stock Holding History

Fulcrum Equity Management’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
2023 Q3	–	Sell	-9,003	Closed	-$1.52M	–	117
2023 Q2	$1.52M	Buy	+9,003	New	+$1.35M	1.77%	12
2022 Q2	–	Sell	-24,219	Closed	-$3.82M	–	111
2022 Q1	$3.82M	Sell	24,219 -771	-3%	-$123K	2.26%	7
2021 Q4	$4.52M	Buy	24,990 +4,824	+24%	+$809K	1.69%	13
2021 Q3	$3M	Buy	20,166 +15,177	+304%	+$2.31M	1.16%	17
2021 Q2	$755K	Sell	4,989 -21,129	-81%	-$3.02M	0.28%	84
2021 Q1	$3.69M	Sell	26,118 -213	-0.8%	-$29.1K	1.46%	12
2020 Q4	$3.33M	Sell	26,331 -561	-2%	-$64.4K	1.33%	20
2020 Q3	$2.73M	Buy	26,892 +24,453	+1,003%	+$2.39M	1.27%	18
2020 Q2	$220K	Buy	+2,439	New	+$197K	0.1%	133

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

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

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

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

Fulcrum Equity Management's SOXX Position: Q3 2023 in Review

Fulcrum Equity Management sold out of iShares Semiconductor ETF (SOXX) in Q3 2023, closing a stake of 9,003 shares — an estimated $1.52M sold.

Fulcrum Equity Management first reported a position in SOXX in Q2 2020 and held it in 9 quarters. The position peaked at $4.52M in Q4 2021. 523 funds tracked by Wall St. Rank hold SOXX as of Q3 2023.

Fulcrum Equity Management reported no remaining iShares Semiconductor ETF position as of Q3 2023 after selling out during the quarter.
Fulcrum Equity Management sold 9,003 iShares Semiconductor ETF shares in Q3 2023, an estimated $1.52M.
Fulcrum Equity Management first reported a position in iShares Semiconductor ETF in Q2 2020 and held it in 9 quarters.
Fulcrum Equity Management's iShares Semiconductor ETF position peaked at $4.52M in Q4 2021.
523 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2023.

Based on Fulcrum Equity Management's 13F filing for Q3 2023, filed 13 Nov 2023.