Gradient Investments’s iShares Semiconductor ETF SOXX Stock Holding History

Gradient 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
2024 Q3	–	Sell	-255	Closed	-$62.9K	–	1126
2024 Q2	$62.9K	Hold	255	–	–	﹤0.01%	465
2024 Q1	$57.6K	Hold	255	–	–	﹤0.01%	418
2023 Q4	$49K	Hold	255	–	–	﹤0.01%	544
2023 Q3	$40.3K	Sell	255 -69	-21%	-$11.5K	﹤0.01%	550
2023 Q2	$54.8K	Buy	324 +18	+6%	+$2.7K	﹤0.01%	488
2023 Q1	$45.4K	Hold	306	–	–	﹤0.01%	511
2022 Q4	$35.5K	Hold	306	–	–	﹤0.01%	570
2022 Q3	$33K	Hold	306	–	–	﹤0.01%	561
2022 Q2	$36K	Hold	306	–	–	﹤0.01%	525
2022 Q1	$48K	Buy	306 +255	+500%	+$40.8K	﹤0.01%	484
2021 Q4	$9K	Hold	51	–	–	﹤0.01%	828
2021 Q3	$8K	Buy	+51	New	+$7.75K	﹤0.01%	814

Other funds holding SOXX

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Gradient Investments's SOXX Position: Q3 2024 in Review

Gradient Investments sold out of iShares Semiconductor ETF (SOXX) in Q3 2024, closing a stake of 255 shares — an estimated $62.9K sold.

Gradient Investments first reported a position in SOXX in Q3 2021 and held it in 12 quarters. The position peaked at $62.9K in Q2 2024. 741 funds tracked by Wall St. Rank hold SOXX as of Q3 2024.

Gradient Investments reported no remaining iShares Semiconductor ETF position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 255 iShares Semiconductor ETF shares in Q3 2024, an estimated $62.9K.
Gradient Investments first reported a position in iShares Semiconductor ETF in Q3 2021 and held it in 12 quarters.
Gradient Investments's iShares Semiconductor ETF position peaked at $62.9K in Q2 2024.
741 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.