Harvest Investment Services’s iShares Semiconductor ETF SOXX Stock Holding History

Harvest Investment Services’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
2020 Q4	–	Sell	-2,895	Closed	-$293K	–	240
2020 Q3	$293K	Sell	2,895 -1,128	-28%	-$110K	0.17%	153
2020 Q2	$363K	Buy	+4,023	New	+$325K	0.22%	120
2020 Q1	–	Sell	-9,198	Closed	-$769K	–	157
2019 Q4	$769K	Buy	9,198 +6,225	+209%	+$479K	0.41%	50
2019 Q3	$207K	Sell	2,973 -1,191	-29%	-$82.2K	0.1%	148
2019 Q2	$282K	Sell	4,164 -1,404	-25%	-$91.7K	0.16%	119
2019 Q1	$360K	Sell	5,568 -519	-9%	-$30.6K	0.21%	89
2018 Q4	$340K	Buy	+6,087	New	+$334K	0.31%	67

Other funds holding SOXX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Harvest Investment Services's SOXX Position: Q4 2020 in Review

Harvest Investment Services sold out of iShares Semiconductor ETF (SOXX) in Q4 2020, closing a stake of 2,895 shares — an estimated $293K sold.

Harvest Investment Services first reported a position in SOXX in Q4 2018 and held it in 7 quarters. The position peaked at $769K in Q4 2019. 327 funds tracked by Wall St. Rank hold SOXX as of Q4 2020.

Harvest Investment Services reported no remaining iShares Semiconductor ETF position as of Q4 2020 after selling out during the quarter.
Harvest Investment Services sold 2,895 iShares Semiconductor ETF shares in Q4 2020, an estimated $293K.
Harvest Investment Services first reported a position in iShares Semiconductor ETF in Q4 2018 and held it in 7 quarters.
Harvest Investment Services's iShares Semiconductor ETF position peaked at $769K in Q4 2019.
327 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q4 2020.

Based on Harvest Investment Services's 13F filing for Q4 2020, filed 1 Feb 2021.