LRIA
SOXX icon

Leonard Rickey Investment Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

Leonard Rickey Investment 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
Q2 		– Sell
-3,201
Closed -$219K – 76
2020
Q1 		$219K Sell
3,201
-87
-3% -$6.89K 0.17% 57
2019
Q4 		$275K Buy
+3,288
New +$253K 0.17% 60

Other funds holding SOXX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Clal Insurance
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Leonard Rickey Investment Advisors's SOXX Position: Q2 2020 in Review

Leonard Rickey Investment Advisors sold out of iShares Semiconductor ETF (SOXX) in Q2 2020, closing a stake of 3,201 shares — an estimated $219K sold.

Leonard Rickey Investment Advisors first reported a position in SOXX in Q4 2019 and held it in 2 quarters. The position peaked at $275K in Q4 2019. 253 funds tracked by Wall St. Rank hold SOXX as of Q2 2020.

  • Leonard Rickey Investment Advisors reported no remaining iShares Semiconductor ETF position as of Q2 2020 after selling out during the quarter.
  • Leonard Rickey Investment Advisors sold 3,201 iShares Semiconductor ETF shares in Q2 2020, an estimated $219K.
  • Leonard Rickey Investment Advisors first reported a position in iShares Semiconductor ETF in Q4 2019 and held it in 2 quarters.
  • Leonard Rickey Investment Advisors's iShares Semiconductor ETF position peaked at $275K in Q4 2019.
  • 253 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2020.

Based on Leonard Rickey Investment Advisors's 13F filing for Q2 2020, filed 21 Jul 2020.