Karp Capital Management’s iShares Semiconductor ETF SOXX Stock Holding History

Karp Capital Management’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	-18,450	Closed	-$1.96M	–	90
2022 Q3	$1.96M	Sell	18,450 -34,959	-65%	-$4.38M	0.4%	60
2022 Q2	$6.22M	Sell	53,409 -15,087	-22%	-$2.03M	1.1%	33
2022 Q1	$10.8M	Sell	68,496 -29,751	-30%	-$4.76M	1.57%	21
2021 Q4	$17.8M	Buy	98,247 +3,339	+4%	+$560K	2.23%	5
2021 Q3	$14.1M	Sell	94,908 -2,343	-2%	-$356K	1.99%	7
2021 Q2	$14.7M	Sell	97,251 -3,897	-4%	-$558K	2.18%	5
2021 Q1	$14.3M	Buy	101,148 +3,246	+3%	+$444K	2.59%	4
2020 Q4	$12.4M	Buy	97,902 +15	+0%	+$1.72K	2.55%	5
2020 Q3	$9.94M	Buy	97,887 +24,423	+33%	+$2.39M	2.43%	12
2020 Q2	$6.63M	Buy	73,464 +6,732	+10%	+$544K	1.84%	19
2020 Q1	$4.57M	Buy	66,732 +4,002	+6%	+$317K	1.5%	29
2019 Q4	$5.25M	Buy	62,730 +480	+0.8%	+$36.9K	1.38%	31
2019 Q3	$4.39M	Buy	62,250 +5,160	+9%	+$356K	1.28%	36
2019 Q2	$3.78M	Buy	57,090 +14,931	+35%	+$976K	1.2%	36
2019 Q1	$2.66M	Buy	+42,159	New	+$2.49M	0.95%	45

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

Karp Capital Management's SOXX Position: Q4 2022 in Review

Karp Capital Management sold out of iShares Semiconductor ETF (SOXX) in Q4 2022, closing a stake of 18,450 shares — an estimated $1.96M sold.

Karp Capital Management first reported a position in SOXX in Q1 2019 and held it in 15 quarters. The position peaked at $17.8M in Q4 2021. 461 funds tracked by Wall St. Rank hold SOXX as of Q4 2022.

Karp Capital Management reported no remaining iShares Semiconductor ETF position as of Q4 2022 after selling out during the quarter.
Karp Capital Management sold 18,450 iShares Semiconductor ETF shares in Q4 2022, an estimated $1.96M.
Karp Capital Management first reported a position in iShares Semiconductor ETF in Q1 2019 and held it in 15 quarters.
Karp Capital Management's iShares Semiconductor ETF position peaked at $17.8M in Q4 2021.
461 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q4 2022.

Based on Karp Capital Management's 13F filing for Q4 2022.