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Loring Wolcott & Coolidge Fiduciary Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2023
Q3 		– Sell
-1,287
Closed -$218K – 653
2023
Q2 		$218K Buy
+1,287
New +$193K ﹤0.01% 287

Other funds holding SOXX

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SMFG
Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's SOXX Position: Q3 2023 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of iShares Semiconductor ETF (SOXX) in Q3 2023, closing a stake of 1,287 shares — an estimated $218K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in SOXX in Q2 2023 and held it in 1 quarter. The position peaked at $218K in Q2 2023. 523 funds tracked by Wall St. Rank hold SOXX as of Q3 2023.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining iShares Semiconductor ETF position as of Q3 2023 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 1,287 iShares Semiconductor ETF shares in Q3 2023, an estimated $218K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in iShares Semiconductor ETF in Q2 2023 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's iShares Semiconductor ETF position peaked at $218K in Q2 2023.
  • 523 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2023.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.