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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 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. 469 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.
  • 469 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.