Lee Financial’s iShares Semiconductor ETF SOXX Stock Holding History

Lee Financial’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 Q2	–	Sell	-102	Closed	-$16K	–	990
2022 Q1	$16K	Hold	102	–	–	﹤0.01%	375
2021 Q4	$18K	Hold	102	–	–	﹤0.01%	395
2021 Q3	$15K	Hold	102	–	–	﹤0.01%	373
2021 Q2	$15K	Hold	102	–	–	﹤0.01%	362
2021 Q1	$14K	Hold	102	–	–	﹤0.01%	357
2020 Q4	$13K	Hold	102	–	–	﹤0.01%	347
2020 Q3	$10K	Hold	102	–	–	﹤0.01%	402
2020 Q2	$9K	Hold	102	–	–	﹤0.01%	388
2020 Q1	$7K	Hold	102	–	–	﹤0.01%	347
2019 Q4	$9K	Hold	102	–	–	﹤0.01%	368
2019 Q3	$7K	Hold	102	–	–	﹤0.01%	399
2019 Q2	$7K	Hold	102	–	–	﹤0.01%	409
2019 Q1	$6K	Buy	+102	New	+$6.02K	﹤0.01%	407

Other funds holding SOXX

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Lee Financial's SOXX Position: Q2 2022 in Review

Lee Financial sold out of iShares Semiconductor ETF (SOXX) in Q2 2022, closing a stake of 102 shares — an estimated $16K sold.

Lee Financial first reported a position in SOXX in Q1 2019 and held it in 13 quarters. The position peaked at $18K in Q4 2021. 453 funds tracked by Wall St. Rank hold SOXX as of Q2 2022.

Lee Financial reported no remaining iShares Semiconductor ETF position as of Q2 2022 after selling out during the quarter.
Lee Financial sold 102 iShares Semiconductor ETF shares in Q2 2022, an estimated $16K.
Lee Financial first reported a position in iShares Semiconductor ETF in Q1 2019 and held it in 13 quarters.
Lee Financial's iShares Semiconductor ETF position peaked at $18K in Q4 2021.
453 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2022.

Based on Lee Financial's 13F filing for Q2 2022, filed 10 Aug 2022.