New England Guild Wealth Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

New England Guild Wealth 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
2022 Q4	$406K	Buy	3,504 +1,104	+46%	+$128K	0.21%	47
2022 Q3	$255K	Hold	2,400	–	–	0.15%	61
2022 Q2	$280K	Hold	2,400	–	–	0.17%	58
2022 Q1	$379K	Hold	2,400	–	–	0.2%	51
2021 Q4	$434K	Hold	2,400	–	–	0.22%	51
2021 Q3	$357K	Hold	2,400	–	–	0.19%	47
2021 Q2	$363K	Hold	2,400	–	–	0.2%	47
2021 Q1	$339K	Hold	2,400	–	–	0.19%	47
2020 Q4	$303K	Hold	2,400	–	–	0.18%	46
2020 Q3	$244K	Hold	2,400	–	–	0.17%	45
2020 Q2	$217K	Buy	+2,400	New	+$194K	0.16%	50

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

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

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

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

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Twin Tree Management Dallas, Texas $4.75B AUM 58.16% 1-Year Est. Return

New England Guild Wealth Advisors's SOXX Position: Q4 2022 in Review

New England Guild Wealth Advisors increased its iShares Semiconductor ETF (SOXX) stake by 46% in Q4 2022, buying an estimated $128K and bringing the position to 3,504 shares worth $406K. The position accounts for 0.21% of the portfolio, ranked #47.

New England Guild Wealth Advisors first reported a position in SOXX in Q2 2020 and has held it in 11 quarters since. The position peaked at $434K in Q4 2021. 461 funds tracked by Wall St. Rank hold SOXX as of Q4 2022.

New England Guild Wealth Advisors held 3,504 shares of iShares Semiconductor ETF worth $406K as of Q4 2022.
New England Guild Wealth Advisors bought 1,104 iShares Semiconductor ETF shares in Q4 2022, an estimated $128K.
iShares Semiconductor ETF made up 0.21% of New England Guild Wealth Advisors's portfolio in Q4 2022, its #47 holding.
New England Guild Wealth Advisors first reported a position in iShares Semiconductor ETF in Q2 2020 and has held it in 11 quarters since.
New England Guild Wealth Advisors's iShares Semiconductor ETF position peaked at $434K in Q4 2021.
461 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q4 2022.

Based on New England Guild Wealth Advisors's 13F filing for Q4 2022, filed 11 Jan 2023.