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

JFS 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
2022 Q4	–	Sell	-66	Closed	-$7K	–	1994
2022 Q3	$7K	Hold	66	–	–	﹤0.01%	873
2022 Q2	$8K	Hold	66	–	–	﹤0.01%	841
2022 Q1	$10K	Hold	66	–	–	﹤0.01%	794
2021 Q4	$12K	Hold	66	–	–	﹤0.01%	667
2021 Q3	$10K	Buy	+66	New	+$10K	﹤0.01%	643

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

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

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

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

Twin Tree Management Dallas, Texas $4.75B AUM 58.16% 1-Year Est. Return

JFS Wealth Advisors's SOXX Position: Q4 2022 in Review

JFS Wealth Advisors sold out of iShares Semiconductor ETF (SOXX) in Q4 2022, closing a stake of 66 shares — an estimated $7K sold.

JFS Wealth Advisors first reported a position in SOXX in Q3 2021 and held it in 5 quarters. The position peaked at $12K in Q4 2021. 461 funds tracked by Wall St. Rank hold SOXX as of Q4 2022.

JFS Wealth Advisors reported no remaining iShares Semiconductor ETF position as of Q4 2022 after selling out during the quarter.
JFS Wealth Advisors sold 66 iShares Semiconductor ETF shares in Q4 2022, an estimated $7K.
JFS Wealth Advisors first reported a position in iShares Semiconductor ETF in Q3 2021 and held it in 5 quarters.
JFS Wealth Advisors's iShares Semiconductor ETF position peaked at $12K in Q4 2021.
461 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q4 2022.

Based on JFS Wealth Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.