Mid Atlantic Financial Management’s iShares Semiconductor ETF SOXX Stock Holding History

Mid Atlantic Financial 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 Q3	$410K	Buy	2,757 +204	+8%	+$31K	0.03%	537
2021 Q2	$387K	Sell	2,553 -1,092	-30%	-$156K	0.03%	568
2021 Q1	$515K	Buy	3,645 +591	+19%	+$80.9K	0.04%	425
2020 Q4	$386K	Buy	3,054 +237	+8%	+$27.2K	0.03%	480
2020 Q3	$319K	Buy	2,817 +3	+0.1%	+$293	0.03%	496
2020 Q2	$254K	Buy	+2,814	New	+$228K	0.02%	543
2020 Q1	–	Sell	-2,805	Closed	-$235K	–	762
2019 Q4	$235K	Buy	+2,805	New	+$216K	0.02%	599

Other funds holding SOXX

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return

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

Mid Atlantic Financial Management's SOXX Position: Q3 2021 in Review

Mid Atlantic Financial Management increased its iShares Semiconductor ETF (SOXX) stake by 8% in Q3 2021, buying an estimated $31K and bringing the position to 2,757 shares worth $410K. The position accounts for 0.03% of the portfolio, ranked #537.

Mid Atlantic Financial Management first reported a position in SOXX in Q4 2019 and has held it in 7 quarters since. The position peaked at $515K in Q1 2021. 383 funds tracked by Wall St. Rank hold SOXX as of Q3 2021.

Mid Atlantic Financial Management held 2,757 shares of iShares Semiconductor ETF worth $410K as of Q3 2021.
Mid Atlantic Financial Management bought 204 iShares Semiconductor ETF shares in Q3 2021, an estimated $31K.
iShares Semiconductor ETF made up 0.03% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #537 holding.
Mid Atlantic Financial Management first reported a position in iShares Semiconductor ETF in Q4 2019 and has held it in 7 quarters since.
Mid Atlantic Financial Management's iShares Semiconductor ETF position peaked at $515K in Q1 2021.
383 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.