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Kings Point Capital Management’s iShares Semiconductor ETF SOXX Stock Holding History

Kings Point 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
2020
Q2 		– Sell
-240
Closed -$16K – 466
2020
Q1 		$16K Buy
+240
New +$19K ﹤0.01% 400

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Goldman Sachs
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AssetMark Inc
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 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

Kings Point Capital Management's SOXX Position: Q2 2020 in Review

Kings Point Capital Management sold out of iShares Semiconductor ETF (SOXX) in Q2 2020, closing a stake of 240 shares — an estimated $16K sold.

Kings Point Capital Management first reported a position in SOXX in Q1 2020 and held it in 1 quarter. The position peaked at $16K in Q1 2020. 253 funds tracked by Wall St. Rank hold SOXX as of Q2 2020.

  • Kings Point Capital Management reported no remaining iShares Semiconductor ETF position as of Q2 2020 after selling out during the quarter.
  • Kings Point Capital Management sold 240 iShares Semiconductor ETF shares in Q2 2020, an estimated $16K.
  • Kings Point Capital Management first reported a position in iShares Semiconductor ETF in Q1 2020 and held it in 1 quarter.
  • Kings Point Capital Management's iShares Semiconductor ETF position peaked at $16K in Q1 2020.
  • 253 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2020.

Based on Kings Point Capital Management's 13F filing for Q2 2020, filed 13 Aug 2020.