HHM Wealth Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

HHM Wealth Advisors’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
2023 Q4	–	Sell	-6	Closed	-$970	–	811
2023 Q3	$970	Hold	6	–	–	﹤0.01%	738
2023 Q2	$1.04K	Hold	6	–	–	﹤0.01%	751
2023 Q1	$910	Hold	6	–	–	﹤0.01%	773
2022 Q4	$710	Hold	6	–	–	﹤0.01%	656
2022 Q3	$1K	Hold	6	–	–	﹤0.01%	631
2022 Q2	$1K	Hold	6	–	–	﹤0.01%	769
2022 Q1	$1K	Hold	6	–	–	﹤0.01%	687
2021 Q4	$1K	Hold	6	–	–	﹤0.01%	659
2021 Q3	$1K	Hold	6	–	–	﹤0.01%	617
2021 Q2	$1K	Hold	6	–	–	﹤0.01%	604
2021 Q1	$1K	Buy	+6	New	+$821	﹤0.01%	572

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

HHM Wealth Advisors's SOXX Position: Q4 2023 in Review

HHM Wealth Advisors sold out of iShares Semiconductor ETF (SOXX) in Q4 2023, closing a stake of 6 shares — an estimated $970 sold.

HHM Wealth Advisors first reported a position in SOXX in Q1 2021 and held it in 11 quarters. The position peaked at $1.04K in Q2 2023. 627 funds tracked by Wall St. Rank hold SOXX as of Q4 2023.

HHM Wealth Advisors reported no remaining iShares Semiconductor ETF position as of Q4 2023 after selling out during the quarter.
HHM Wealth Advisors sold 6 iShares Semiconductor ETF shares in Q4 2023, an estimated $970.
HHM Wealth Advisors first reported a position in iShares Semiconductor ETF in Q1 2021 and held it in 11 quarters.
HHM Wealth Advisors's iShares Semiconductor ETF position peaked at $1.04K in Q2 2023.
627 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q4 2023.

Based on HHM Wealth Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.