Harvest Group Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History

Harvest Group 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
2022 Q1	–	Sell	-33	Closed	-$6K	–	160
2021 Q4	$6K	Hold	33	–	–	﹤0.01%	61
2021 Q3	$5K	Buy	+33	New	+$5.02K	﹤0.01%	60

Other funds holding SOXX

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Harvest Group Wealth Management's SOXX Position: Q1 2022 in Review

Harvest Group Wealth Management sold out of iShares Semiconductor ETF (SOXX) in Q1 2022, closing a stake of 33 shares — an estimated $6K sold.

Harvest Group Wealth Management first reported a position in SOXX in Q3 2021 and held it in 2 quarters. The position peaked at $6K in Q4 2021. 468 funds tracked by Wall St. Rank hold SOXX as of Q1 2022.

Harvest Group Wealth Management reported no remaining iShares Semiconductor ETF position as of Q1 2022 after selling out during the quarter.
Harvest Group Wealth Management sold 33 iShares Semiconductor ETF shares in Q1 2022, an estimated $6K.
Harvest Group Wealth Management first reported a position in iShares Semiconductor ETF in Q3 2021 and held it in 2 quarters.
Harvest Group Wealth Management's iShares Semiconductor ETF position peaked at $6K in Q4 2021.
468 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2022.

Based on Harvest Group Wealth Management's 13F filing for Q1 2022, filed 21 Apr 2022.