Lehman & Derafelo Financial Resources’s iShares Semiconductor ETF SOXX Stock Holding History

Lehman & Derafelo Financial Resources’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 Q4	–	Sell	-342	Closed	-$36K	–	178
2022 Q3	$36K	Hold	342	–	–	0.01%	136
2022 Q2	$40K	Buy	+342	New	+$46.1K	0.01%	137
2021 Q4	–	Sell	-342	Closed	-$51K	–	176
2021 Q3	$51K	Hold	342	–	–	0.02%	133
2021 Q2	$52K	Hold	342	–	–	0.01%	152
2021 Q1	$48K	Hold	342	–	–	0.01%	150
2020 Q4	$43K	Hold	342	–	–	0.01%	152
2020 Q3	$35K	Hold	342	–	–	0.01%	183
2020 Q2	$31K	Hold	342	–	–	0.01%	177
2020 Q1	$23K	Hold	342	–	–	0.01%	135
2019 Q4	$29K	Hold	342	–	–	0.01%	148
2019 Q3	$24K	Buy	+342	New	+$23.6K	0.01%	142

Other funds holding SOXX

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Lehman & Derafelo Financial Resources's SOXX Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources sold out of iShares Semiconductor ETF (SOXX) in Q4 2022, closing a stake of 342 shares — an estimated $36K sold.

Lehman & Derafelo Financial Resources first reported a position in SOXX in Q3 2019 and held it in 11 quarters. The position peaked at $52K in Q2 2021. 461 funds tracked by Wall St. Rank hold SOXX as of Q4 2022.

Lehman & Derafelo Financial Resources reported no remaining iShares Semiconductor ETF position as of Q4 2022 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 342 iShares Semiconductor ETF shares in Q4 2022, an estimated $36K.
Lehman & Derafelo Financial Resources first reported a position in iShares Semiconductor ETF in Q3 2019 and held it in 11 quarters.
Lehman & Derafelo Financial Resources's iShares Semiconductor ETF position peaked at $52K in Q2 2021.
461 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.