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Legacy Capital Group California’s iShares Semiconductor ETF SOXX Stock Holding History

Legacy Capital Group California’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
2023
Q3 		– Sell
-3,195
Closed -$540K – 296
2023
Q2 		$540K Buy
+3,195
New +$479K 0.22% 138

Other funds holding SOXX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

Legacy Capital Group California's SOXX Position: Q3 2023 in Review

Legacy Capital Group California sold out of iShares Semiconductor ETF (SOXX) in Q3 2023, closing a stake of 3,195 shares — an estimated $540K sold.

Legacy Capital Group California first reported a position in SOXX in Q2 2023 and held it in 1 quarter. The position peaked at $540K in Q2 2023. 523 funds tracked by Wall St. Rank hold SOXX as of Q3 2023.

  • Legacy Capital Group California reported no remaining iShares Semiconductor ETF position as of Q3 2023 after selling out during the quarter.
  • Legacy Capital Group California sold 3,195 iShares Semiconductor ETF shares in Q3 2023, an estimated $540K.
  • Legacy Capital Group California first reported a position in iShares Semiconductor ETF in Q2 2023 and held it in 1 quarter.
  • Legacy Capital Group California's iShares Semiconductor ETF position peaked at $540K in Q2 2023.
  • 523 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2023.

Based on Legacy Capital Group California's 13F filing for Q3 2023, filed 6 Nov 2023.