Manchester Financial’s iShares Semiconductor ETF SOXX Stock Holding History

Manchester Financial’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 Q1	–	Sell	-32,589	Closed	-$3.78M	–	100
2022 Q4	$3.78M	Buy	32,589 +831	+3%	+$96.5K	1.02%	18
2022 Q3	$3.37M	Buy	31,758 +1,959	+7%	+$246K	0.97%	20
2022 Q2	$3.47M	Buy	29,799 +1,662	+6%	+$224K	1.34%	22
2022 Q1	$4.44M	Buy	+28,137	New	+$4.51M	1.59%	18
2021 Q2	–	Sell	-240	Closed	-$34K	–	560
2021 Q1	$34K	Hold	240	–	–	0.02%	230
2020 Q4	$30K	Hold	240	–	–	0.02%	216
2020 Q3	$24K	Hold	240	–	–	0.02%	218
2020 Q2	$22K	Buy	+240	New	+$19.4K	0.02%	226

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Manchester Financial's SOXX Position: Q1 2023 in Review

Manchester Financial sold out of iShares Semiconductor ETF (SOXX) in Q1 2023, closing a stake of 32,589 shares — an estimated $3.78M sold.

Manchester Financial first reported a position in SOXX in Q2 2020 and held it in 8 quarters. The position peaked at $4.44M in Q1 2022. 504 funds tracked by Wall St. Rank hold SOXX as of Q1 2023.

Manchester Financial reported no remaining iShares Semiconductor ETF position as of Q1 2023 after selling out during the quarter.
Manchester Financial sold 32,589 iShares Semiconductor ETF shares in Q1 2023, an estimated $3.78M.
Manchester Financial first reported a position in iShares Semiconductor ETF in Q2 2020 and held it in 8 quarters.
Manchester Financial's iShares Semiconductor ETF position peaked at $4.44M in Q1 2022.
504 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2023.

Based on Manchester Financial's 13F filing for Q1 2023, filed 19 Apr 2023.