NewSquare Capital’s iShares Semiconductor ETF SOXX Stock Holding History

NewSquare Capital’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
2020 Q3	–	Sell	-30	Closed	-$3K	–	399
2020 Q2	$3K	Buy	+30	New	+$2.42K	﹤0.01%	297

Other funds holding SOXX

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

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

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

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

Citigroup New York $235B AUM 32.99% 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

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

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

NewSquare Capital's SOXX Position: Q3 2020 in Review

NewSquare Capital sold out of iShares Semiconductor ETF (SOXX) in Q3 2020, closing a stake of 30 shares — an estimated $3K sold.

NewSquare Capital first reported a position in SOXX in Q2 2020 and held it in 1 quarter. The position peaked at $3K in Q2 2020. 268 funds tracked by Wall St. Rank hold SOXX as of Q3 2020.

NewSquare Capital reported no remaining iShares Semiconductor ETF position as of Q3 2020 after selling out during the quarter.
NewSquare Capital sold 30 iShares Semiconductor ETF shares in Q3 2020, an estimated $3K.
NewSquare Capital first reported a position in iShares Semiconductor ETF in Q2 2020 and held it in 1 quarter.
NewSquare Capital's iShares Semiconductor ETF position peaked at $3K in Q2 2020.
268 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2020.

Based on NewSquare Capital's 13F filing for Q3 2020, filed 4 Nov 2020.