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Insight 2811 Inc’s iShares Semiconductor ETF SOXX Stock Holding History

Insight 2811 Inc’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
Q3 		– Sell
-2,187
Closed -$370K – 97
2023
Q2 		$370K Sell
2,187
-861
-28% -$129K 0.2% 58
2023
Q1 		$452K Sell
3,048
-549
-15% -$74.8K 0.28% 50
2022
Q4 		$417K Buy
3,597
+1,602
+80% +$186K 0.26% 50
2022
Q3 		$212K Sell
1,995
-33
-2% -$4.14K 0.14% 74
2022
Q2 		$236K Sell
2,028
-228
-10% -$30.7K 0.15% 73
2022
Q1 		$356K Sell
2,256
-2,910
-56% -$466K 0.21% 59
2021
Q4 		$934K Buy
5,166
+15
+0.3% +$2.52K 0.53% 21
2021
Q3 		$766K Sell
5,151
-15
-0.3% -$2.28K 0.45% 22
2021
Q2 		$782K Buy
5,166
+2,163
+72% +$309K 0.44% 23
2021
Q1 		$424K Sell
3,003
-1,122
-27% -$154K 0.25% 42
2020
Q4 		$521K Buy
+4,125
New +$474K 0.31% 32

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

Insight 2811 Inc's SOXX Position: Q3 2023 in Review

Insight 2811 Inc sold out of iShares Semiconductor ETF (SOXX) in Q3 2023, closing a stake of 2,187 shares — an estimated $370K sold.

Insight 2811 Inc first reported a position in SOXX in Q4 2020 and held it in 11 quarters. The position peaked at $934K in Q4 2021. 523 funds tracked by Wall St. Rank hold SOXX as of Q3 2023.

  • Insight 2811 Inc reported no remaining iShares Semiconductor ETF position as of Q3 2023 after selling out during the quarter.
  • Insight 2811 Inc sold 2,187 iShares Semiconductor ETF shares in Q3 2023, an estimated $370K.
  • Insight 2811 Inc first reported a position in iShares Semiconductor ETF in Q4 2020 and held it in 11 quarters.
  • Insight 2811 Inc's iShares Semiconductor ETF position peaked at $934K in Q4 2021.
  • 523 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2023.

Based on Insight 2811 Inc's 13F filing for Q3 2023, filed 14 Nov 2023.