Greenup Street Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History

Greenup Street Wealth 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
2024 Q1	–	Sell	-45,669	Closed	-$8.77M	–	91
2023 Q4	$8.77M	Buy	45,669 +1,533	+3%	+$257K	2.44%	10
2023 Q3	$6.97M	Sell	44,136 -18	-0%	-$3K	2.28%	11
2023 Q2	$7.47M	Sell	44,154 -192	-0.4%	-$28.8K	2.04%	12
2023 Q1	$6.57M	Buy	44,346 +21,078	+91%	+$2.87M	2.31%	9
2022 Q4	$2.7M	Sell	23,268 -291	-1%	-$33.8K	1.13%	25
2022 Q3	$2.5M	Sell	23,559 -6,261	-21%	-$785K	1.13%	22
2022 Q2	$3.48M	Buy	+29,820	New	+$4.02M	1.64%	21

Other funds holding SOXX

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Greenup Street Wealth Management's SOXX Position: Q1 2024 in Review

Greenup Street Wealth Management sold out of iShares Semiconductor ETF (SOXX) in Q1 2024, closing a stake of 45,669 shares — an estimated $8.77M sold.

Greenup Street Wealth Management first reported a position in SOXX in Q2 2022 and held it in 7 quarters. The position peaked at $8.77M in Q4 2023. 690 funds tracked by Wall St. Rank hold SOXX as of Q1 2024.

Greenup Street Wealth Management reported no remaining iShares Semiconductor ETF position as of Q1 2024 after selling out during the quarter.
Greenup Street Wealth Management sold 45,669 iShares Semiconductor ETF shares in Q1 2024, an estimated $8.77M.
Greenup Street Wealth Management first reported a position in iShares Semiconductor ETF in Q2 2022 and held it in 7 quarters.
Greenup Street Wealth Management's iShares Semiconductor ETF position peaked at $8.77M in Q4 2023.
690 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2024.

Based on Greenup Street Wealth Management's 13F filing for Q1 2024, filed 6 May 2024.