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Legacy CG’s iShares Semiconductor ETF SOXX Stock Holding History

Legacy CG’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
Q3 		– Sell
-393
Closed -$46K – 112
2022
Q2 		$46K Buy
+393
New +$53K 0.03% 65
2022
Q1 		– Sell
-393
Closed -$71K – 71
2021
Q4 		$71K Buy
+393
New +$65.9K 0.04% 52

Other funds holding SOXX

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Legacy CG's SOXX Position: Q3 2022 in Review

Legacy CG sold out of iShares Semiconductor ETF (SOXX) in Q3 2022, closing a stake of 393 shares — an estimated $46K sold.

Legacy CG first reported a position in SOXX in Q4 2021 and held it in 2 quarters. The position peaked at $71K in Q4 2021. 415 funds tracked by Wall St. Rank hold SOXX as of Q3 2022.

  • Legacy CG reported no remaining iShares Semiconductor ETF position as of Q3 2022 after selling out during the quarter.
  • Legacy CG sold 393 iShares Semiconductor ETF shares in Q3 2022, an estimated $46K.
  • Legacy CG first reported a position in iShares Semiconductor ETF in Q4 2021 and held it in 2 quarters.
  • Legacy CG's iShares Semiconductor ETF position peaked at $71K in Q4 2021.
  • 415 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2022.

Based on Legacy CG's 13F filing for Q3 2022, filed 4 Nov 2022.