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Paulson Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History

Paulson 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
2018
Q1 		– Sell
-15
Closed -$1K – 456
2017
Q4 		$1K Buy
+15
New +$853 ﹤0.01% 590

Other funds holding SOXX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Paulson Wealth Management's SOXX Position: Q1 2018 in Review

Paulson Wealth Management sold out of iShares Semiconductor ETF (SOXX) in Q1 2018, closing a stake of 15 shares — an estimated $1K sold.

Paulson Wealth Management first reported a position in SOXX in Q4 2017 and held it in 1 quarter. The position peaked at $1K in Q4 2017. 148 funds tracked by Wall St. Rank hold SOXX as of Q1 2018.

  • Paulson Wealth Management reported no remaining iShares Semiconductor ETF position as of Q1 2018 after selling out during the quarter.
  • Paulson Wealth Management sold 15 iShares Semiconductor ETF shares in Q1 2018, an estimated $1K.
  • Paulson Wealth Management first reported a position in iShares Semiconductor ETF in Q4 2017 and held it in 1 quarter.
  • Paulson Wealth Management's iShares Semiconductor ETF position peaked at $1K in Q4 2017.
  • 148 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2018.

Based on Paulson Wealth Management's 13F filing for Q1 2018, filed 2 May 2018.