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Explore the largest stock and ETF buys and sells made by funds
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Discover trades at least twice the size of a fund's median trade that quarter
Fund Signals
Daily bullish and bearish fund signals, and how past ones played out
Fund Manager Portfolios
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Fund Flows Report
Our quarterly report on what the world’s largest funds bought and sold
Thematic Trends
Track which investment themes funds are piling into or pulling out of
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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HWM
Holloway Wealth Management’s
iShares Semiconductor ETF
SOXX
Stock Holding History
Holloway Wealth Management’s Portfolio
SOXX Stock Details
SOXX Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2019
Q2
–
Hold
0
–
–
–
227
Other funds holding SOXX
Bank of America
Charlotte, North Carolina
$1.55T AUM
33.47%
1-Year Est. Return
Goldman Sachs
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47.82%
1-Year Est. Return
Morgan Stanley
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$1.89T AUM
35.08%
1-Year Est. Return
UBS Group
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$786B AUM
40.34%
1-Year Est. Return
BNP Paribas Financial Markets
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$289B AUM
60.46%
1-Year Est. Return
AssetMark Inc
Concord, California
$58.2B AUM
22.78%
1-Year Est. Return
Clal Insurance
Tel-Aviv, Israel
$22.3B AUM
79.91%
1-Year Est. Return
Natixis
Paris, France
$24.8B AUM
35.22%
1-Year Est. Return
Citigroup
New York
$303B AUM
53.02%
1-Year Est. Return
Wells Fargo
San Francisco, California
$617B AUM
30.33%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Block Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover trades at least twice the size of a fund's median trade that quarter
Fund Signals
Daily bullish and bearish fund signals, and how past ones played out
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
Fund Flows Report
Our quarterly report on what the world’s largest funds bought and sold
Thematic Trends
Track which investment themes funds are piling into or pulling out of
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
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