Gruss & Co’s iShares Semiconductor ETF SOXX Stock Holding History

Gruss & Co’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	-4,000	Closed	-$987K	–	21
2024 Q2	$987K	Buy	+4,000	New	+$915K	5.35%	8

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

Gruss & Co's SOXX Position: Q3 2024 in Review

Gruss & Co sold out of iShares Semiconductor ETF (SOXX) in Q3 2024, closing a stake of 4,000 shares — an estimated $987K sold.

Gruss & Co first reported a position in SOXX in Q2 2024 and held it in 1 quarter. The position peaked at $987K in Q2 2024. 741 funds tracked by Wall St. Rank hold SOXX as of Q3 2024.

Gruss & Co reported no remaining iShares Semiconductor ETF position as of Q3 2024 after selling out during the quarter.
Gruss & Co sold 4,000 iShares Semiconductor ETF shares in Q3 2024, an estimated $987K.
Gruss & Co first reported a position in iShares Semiconductor ETF in Q2 2024 and held it in 1 quarter.
Gruss & Co's iShares Semiconductor ETF position peaked at $987K in Q2 2024.
741 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2024.

Based on Gruss & Co's 13F filing for Q3 2024, filed 16 Oct 2024.