Lenox Wealth Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

Lenox Wealth Advisors’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
2020 Q1	–	Sell	-15	Closed	-$1K	–	920
2019 Q4	$1K	Buy	+15	New	+$1.15K	﹤0.01%	701
2018 Q3	–	Sell	-90	Closed	-$5K	–	507
2018 Q2	$5K	Buy	+90	New	+$5.46K	﹤0.01%	458

Other funds holding SOXX

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Lenox Wealth Advisors's SOXX Position: Q1 2020 in Review

Lenox Wealth Advisors sold out of iShares Semiconductor ETF (SOXX) in Q1 2020, closing a stake of 15 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in SOXX in Q2 2018 and held it in 2 quarters. The position peaked at $5K in Q2 2018. 220 funds tracked by Wall St. Rank hold SOXX as of Q1 2020.

Lenox Wealth Advisors reported no remaining iShares Semiconductor ETF position as of Q1 2020 after selling out during the quarter.
Lenox Wealth Advisors sold 15 iShares Semiconductor ETF shares in Q1 2020, an estimated $1K.
Lenox Wealth Advisors first reported a position in iShares Semiconductor ETF in Q2 2018 and held it in 2 quarters.
Lenox Wealth Advisors's iShares Semiconductor ETF position peaked at $5K in Q2 2018.
220 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2020.

Based on Lenox Wealth Advisors's 13F filing for Q1 2020, filed 3 Apr 2020.