Oxinas Partners Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History

Oxinas Partners Wealth Management’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	-2,335	Closed	-$576K	–	129
2024 Q2	$576K	Buy	2,335 +7	+0.3%	+$1.6K	0.38%	62
2024 Q1	$526K	Buy	+2,328	New	+$484K	0.34%	65
2023 Q3	–	Sell	-2,703	Closed	-$457K	–	125
2023 Q2	$457K	Sell	2,703 -18	-0.7%	-$2.7K	0.3%	67
2023 Q1	$403K	Buy	+2,721	New	+$371K	0.29%	72

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

Oxinas Partners Wealth Management's SOXX Position: Q3 2024 in Review

Oxinas Partners Wealth Management sold out of iShares Semiconductor ETF (SOXX) in Q3 2024, closing a stake of 2,335 shares — an estimated $576K sold.

Oxinas Partners Wealth Management first reported a position in SOXX in Q1 2023 and held it in 4 quarters. The position peaked at $576K in Q2 2024. 741 funds tracked by Wall St. Rank hold SOXX as of Q3 2024.

Oxinas Partners Wealth Management reported no remaining iShares Semiconductor ETF position as of Q3 2024 after selling out during the quarter.
Oxinas Partners Wealth Management sold 2,335 iShares Semiconductor ETF shares in Q3 2024, an estimated $576K.
Oxinas Partners Wealth Management first reported a position in iShares Semiconductor ETF in Q1 2023 and held it in 4 quarters.
Oxinas Partners Wealth Management's iShares Semiconductor ETF position peaked at $576K in Q2 2024.
741 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2024.

Based on Oxinas Partners Wealth Management's 13F filing for Q3 2024, filed 15 Oct 2024.