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Perennial Investment Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

Perennial Investment Advisors’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
Q4 		– Sell
-1,262
Closed -$291K – 437
2024
Q3 		$291K Sell
1,262
-18
-1% -$4.13K 0.04% 295
2024
Q2 		$316K Buy
+1,280
New +$293K 0.05% 272

Other funds holding SOXX

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
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
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Perennial Investment Advisors's SOXX Position: Q4 2024 in Review

Perennial Investment Advisors sold out of iShares Semiconductor ETF (SOXX) in Q4 2024, closing a stake of 1,262 shares — an estimated $291K sold.

Perennial Investment Advisors first reported a position in SOXX in Q2 2024 and held it in 2 quarters. The position peaked at $316K in Q2 2024. 762 funds tracked by Wall St. Rank hold SOXX as of Q4 2024.

  • Perennial Investment Advisors reported no remaining iShares Semiconductor ETF position as of Q4 2024 after selling out during the quarter.
  • Perennial Investment Advisors sold 1,262 iShares Semiconductor ETF shares in Q4 2024, an estimated $291K.
  • Perennial Investment Advisors first reported a position in iShares Semiconductor ETF in Q2 2024 and held it in 2 quarters.
  • Perennial Investment Advisors's iShares Semiconductor ETF position peaked at $316K in Q2 2024.
  • 762 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q4 2024.

Based on Perennial Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.