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Mascoma Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History

Mascoma Wealth Management’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
2021
Q4 		– Sell
-60
Closed -$9K – 559
2021
Q3 		$9K Buy
+60
New +$9.12K ﹤0.01% 351
2021
Q2 		– Sell
-60
Closed -$8K – 375
2021
Q1 		$8K Buy
+60
New +$8.21K ﹤0.01% 356

Other funds holding SOXX

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Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Mascoma Wealth Management's SOXX Position: Q4 2021 in Review

Mascoma Wealth Management sold out of iShares Semiconductor ETF (SOXX) in Q4 2021, closing a stake of 60 shares — an estimated $9K sold.

Mascoma Wealth Management first reported a position in SOXX in Q1 2021 and held it in 2 quarters. The position peaked at $9K in Q3 2021. 471 funds tracked by Wall St. Rank hold SOXX as of Q4 2021.

  • Mascoma Wealth Management reported no remaining iShares Semiconductor ETF position as of Q4 2021 after selling out during the quarter.
  • Mascoma Wealth Management sold 60 iShares Semiconductor ETF shares in Q4 2021, an estimated $9K.
  • Mascoma Wealth Management first reported a position in iShares Semiconductor ETF in Q1 2021 and held it in 2 quarters.
  • Mascoma Wealth Management's iShares Semiconductor ETF position peaked at $9K in Q3 2021.
  • 471 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q4 2021.

Based on Mascoma Wealth Management's 13F filing for Q4 2021, filed 21 Jan 2022.