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OneAscent Financial Services’s iShares Semiconductor ETF SOXX Stock Holding History

OneAscent Financial Services’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
2023
Q1 		– Sell
-2,421
Closed -$281K – 203
2022
Q4 		$281K Buy
+2,421
New +$281K 0.12% 131

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JP Morgan Chase
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Wells Fargo
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AssetMark Inc
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Royal Bank of Canada
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LPL Financial
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Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

OneAscent Financial Services's SOXX Position: Q1 2023 in Review

OneAscent Financial Services sold out of iShares Semiconductor ETF (SOXX) in Q1 2023, closing a stake of 2,421 shares — an estimated $281K sold.

OneAscent Financial Services first reported a position in SOXX in Q4 2022 and held it in 1 quarter. The position peaked at $281K in Q4 2022. 504 funds tracked by Wall St. Rank hold SOXX as of Q1 2023.

  • OneAscent Financial Services reported no remaining iShares Semiconductor ETF position as of Q1 2023 after selling out during the quarter.
  • OneAscent Financial Services sold 2,421 iShares Semiconductor ETF shares in Q1 2023, an estimated $281K.
  • OneAscent Financial Services first reported a position in iShares Semiconductor ETF in Q4 2022 and held it in 1 quarter.
  • OneAscent Financial Services's iShares Semiconductor ETF position peaked at $281K in Q4 2022.
  • 504 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2023.

Based on OneAscent Financial Services's 13F filing for Q1 2023, filed 17 Apr 2023.