New England Capital Financial Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

New England Capital Financial 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
2024 Q3	–	Sell	-16	Closed	-$3.88K	–	415
2024 Q2	$3.88K	Hold	16	–	–	﹤0.01%	287
2024 Q1	$3.54K	Sell	16 -56	-78%	-$11.6K	﹤0.01%	288
2023 Q4	$14K	Hold	72	–	–	0.01%	209
2023 Q3	$11.4K	Hold	72	–	–	0.01%	219
2023 Q2	$12.2K	Hold	72	–	–	0.01%	214
2023 Q1	$10.7K	Buy	+72	New	+$9.81K	0.01%	240

Other funds holding SOXX

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

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

New England Capital Financial Advisors's SOXX Position: Q3 2024 in Review

New England Capital Financial Advisors sold out of iShares Semiconductor ETF (SOXX) in Q3 2024, closing a stake of 16 shares — an estimated $3.88K sold.

New England Capital Financial Advisors first reported a position in SOXX in Q1 2023 and held it in 6 quarters. The position peaked at $14K in Q4 2023. 742 funds tracked by Wall St. Rank hold SOXX as of Q3 2024.

New England Capital Financial Advisors reported no remaining iShares Semiconductor ETF position as of Q3 2024 after selling out during the quarter.
New England Capital Financial Advisors sold 16 iShares Semiconductor ETF shares in Q3 2024, an estimated $3.88K.
New England Capital Financial Advisors first reported a position in iShares Semiconductor ETF in Q1 2023 and held it in 6 quarters.
New England Capital Financial Advisors's iShares Semiconductor ETF position peaked at $14K in Q4 2023.
742 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2024.

Based on New England Capital Financial Advisors's 13F filing for Q3 2024, filed 30 Oct 2024.