Hutchens & Kramer Investment Management Group’s iShares Semiconductor ETF SOXX Stock Holding History

Hutchens & Kramer Investment Management Group’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 Q1	–	Sell	-1,758	Closed	-$204K	–	131
2022 Q4	$204K	Buy	+1,758	New	+$204K	0.15%	104
2022 Q3	–	Sell	-3,096	Closed	-$348K	–	108
2022 Q2	$348K	Sell	3,096 -6,756	-69%	-$911K	0.26%	72
2022 Q1	$1.52M	Buy	9,852 +66	+0.7%	+$10.6K	0.85%	30
2021 Q4	$1.55M	Buy	+9,786	New	+$1.64M	0.98%	26

Other funds holding SOXX

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Hutchens & Kramer Investment Management Group's SOXX Position: Q1 2023 in Review

Hutchens & Kramer Investment Management Group sold out of iShares Semiconductor ETF (SOXX) in Q1 2023, closing a stake of 1,758 shares — an estimated $204K sold.

Hutchens & Kramer Investment Management Group first reported a position in SOXX in Q4 2021 and held it in 4 quarters. The position peaked at $1.55M in Q4 2021. 504 funds tracked by Wall St. Rank hold SOXX as of Q1 2023.

Hutchens & Kramer Investment Management Group reported no remaining iShares Semiconductor ETF position as of Q1 2023 after selling out during the quarter.
Hutchens & Kramer Investment Management Group sold 1,758 iShares Semiconductor ETF shares in Q1 2023, an estimated $204K.
Hutchens & Kramer Investment Management Group first reported a position in iShares Semiconductor ETF in Q4 2021 and held it in 4 quarters.
Hutchens & Kramer Investment Management Group's iShares Semiconductor ETF position peaked at $1.55M in Q4 2021.
504 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2023.

Based on Hutchens & Kramer Investment Management Group's 13F filing for Q1 2023, filed 10 Apr 2023.