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James Reed Financial Services’s iShares Semiconductor ETF SOXX Stock Holding History

James Reed Financial 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
2022
Q1 		– Sell
-252
Closed -$45K – 147
2021
Q4 		$45K Buy
+252
New +$42.3K 0.04% 47

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Goldman Sachs
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
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HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

James Reed Financial Services's SOXX Position: Q1 2022 in Review

James Reed Financial Services sold out of iShares Semiconductor ETF (SOXX) in Q1 2022, closing a stake of 252 shares — an estimated $45K sold.

James Reed Financial Services first reported a position in SOXX in Q4 2021 and held it in 1 quarter. The position peaked at $45K in Q4 2021. 469 funds tracked by Wall St. Rank hold SOXX as of Q1 2022.

  • James Reed Financial Services reported no remaining iShares Semiconductor ETF position as of Q1 2022 after selling out during the quarter.
  • James Reed Financial Services sold 252 iShares Semiconductor ETF shares in Q1 2022, an estimated $45K.
  • James Reed Financial Services first reported a position in iShares Semiconductor ETF in Q4 2021 and held it in 1 quarter.
  • James Reed Financial Services's iShares Semiconductor ETF position peaked at $45K in Q4 2021.
  • 469 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2022.

Based on James Reed Financial Services's 13F filing for Q1 2022, filed 26 Apr 2022.