New England Professional Planning Group’s iShares Semiconductor ETF SOXX Stock Holding History

New England Professional Planning Group’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 Q3	–	Sell	-1,953	Closed	-$227K	–	39
2022 Q2	$227K	Hold	1,953	–	–	0.16%	30
2022 Q1	$303K	Sell	1,953 -114	-6%	-$18.3K	0.18%	26
2021 Q4	$360K	Buy	2,067 +426	+26%	+$71.4K	0.22%	22
2021 Q3	$259K	Hold	1,641	–	–	0.15%	33
2021 Q2	$249K	Buy	+1,641	New	+$235K	0.15%	35

Other funds holding SOXX

Goldman Sachs New York $871B AUM 31.28% 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

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

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

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

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

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

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

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

New England Professional Planning Group's SOXX Position: Q3 2022 in Review

New England Professional Planning Group sold out of iShares Semiconductor ETF (SOXX) in Q3 2022, closing a stake of 1,953 shares — an estimated $227K sold.

New England Professional Planning Group first reported a position in SOXX in Q2 2021 and held it in 5 quarters. The position peaked at $360K in Q4 2021. 415 funds tracked by Wall St. Rank hold SOXX as of Q3 2022.

New England Professional Planning Group reported no remaining iShares Semiconductor ETF position as of Q3 2022 after selling out during the quarter.
New England Professional Planning Group sold 1,953 iShares Semiconductor ETF shares in Q3 2022, an estimated $227K.
New England Professional Planning Group first reported a position in iShares Semiconductor ETF in Q2 2021 and held it in 5 quarters.
New England Professional Planning Group's iShares Semiconductor ETF position peaked at $360K in Q4 2021.
415 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2022.

Based on New England Professional Planning Group's 13F filing for Q3 2022, filed 26 Oct 2022.