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Hartford Financial Management’s iShares Semiconductor ETF SOXX Stock Holding History

Hartford Financial 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
2021
Q2 		– Sell
-150
Closed -$21K – 387
2021
Q1 		$21K Buy
+150
New +$20.5K 0.01% 250

Other funds holding SOXX

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Hartford Financial Management's SOXX Position: Q2 2021 in Review

Hartford Financial Management sold out of iShares Semiconductor ETF (SOXX) in Q2 2021, closing a stake of 150 shares — an estimated $21K sold.

Hartford Financial Management first reported a position in SOXX in Q1 2021 and held it in 1 quarter. The position peaked at $21K in Q1 2021. 376 funds tracked by Wall St. Rank hold SOXX as of Q2 2021.

  • Hartford Financial Management reported no remaining iShares Semiconductor ETF position as of Q2 2021 after selling out during the quarter.
  • Hartford Financial Management sold 150 iShares Semiconductor ETF shares in Q2 2021, an estimated $21K.
  • Hartford Financial Management first reported a position in iShares Semiconductor ETF in Q1 2021 and held it in 1 quarter.
  • Hartford Financial Management's iShares Semiconductor ETF position peaked at $21K in Q1 2021.
  • 376 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2021.

Based on Hartford Financial Management's 13F filing for Q2 2021, filed 27 Jul 2021.