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Legacy Financial Group (Oklahoma)’s iShares Semiconductor ETF SOXX Stock Holding History

Legacy Financial Group (Oklahoma)’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
2024
Q3 		– Sell
-900
Closed -$222K – 82
2024
Q2 		$222K Hold
900
– – 0.08% 68
2024
Q1 		$203K Buy
+900
New +$187K 0.08% 73

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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
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
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Legacy Financial Group (Oklahoma)'s SOXX Position: Q3 2024 in Review

Legacy Financial Group (Oklahoma) sold out of iShares Semiconductor ETF (SOXX) in Q3 2024, closing a stake of 900 shares — an estimated $222K sold.

Legacy Financial Group (Oklahoma) first reported a position in SOXX in Q1 2024 and held it in 2 quarters. The position peaked at $222K in Q2 2024. 741 funds tracked by Wall St. Rank hold SOXX as of Q3 2024.

  • Legacy Financial Group (Oklahoma) reported no remaining iShares Semiconductor ETF position as of Q3 2024 after selling out during the quarter.
  • Legacy Financial Group (Oklahoma) sold 900 iShares Semiconductor ETF shares in Q3 2024, an estimated $222K.
  • Legacy Financial Group (Oklahoma) first reported a position in iShares Semiconductor ETF in Q1 2024 and held it in 2 quarters.
  • Legacy Financial Group (Oklahoma)'s iShares Semiconductor ETF position peaked at $222K in Q2 2024.
  • 741 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2024.

Based on Legacy Financial Group (Oklahoma)'s 13F filing for Q3 2024, filed 13 Nov 2024.