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PCA
Personal Capital Advisors’s
iShares Semiconductor ETF
SOXX
Stock Holding History
Personal Capital Advisors’s Portfolio
SOXX Stock Details
SOXX Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q4
$468K
Buy
4,035
+387
+11%
+$44.9K
﹤0.01%
316
2022
Q3
$388K
Hold
3,648
–
–
﹤0.01%
321
2022
Q2
$425K
Sell
3,648
-270
-7%
-$36.4K
﹤0.01%
293
2022
Q1
$618K
Buy
3,918
+777
+25%
+$124K
﹤0.01%
287
2021
Q4
$567K
Buy
3,141
+300
+11%
+$50.3K
﹤0.01%
316
2021
Q3
$422K
Sell
2,841
-105
-4%
-$16K
﹤0.01%
334
2021
Q2
$446K
Sell
2,946
-372
-11%
-$53.2K
﹤0.01%
328
2021
Q1
$469K
Buy
3,318
+189
+6%
+$25.9K
﹤0.01%
314
2020
Q4
$395K
Buy
3,129
+552
+21%
+$63.4K
﹤0.01%
334
2020
Q3
$262K
Sell
2,577
-207
-7%
-$20.2K
﹤0.01%
359
2020
Q2
$251K
Buy
+2,784
New
+$225K
﹤0.01%
317
2020
Q1
–
Sell
-3,006
Closed
-$252K
–
396
2019
Q4
$252K
Buy
+3,006
New
+$231K
﹤0.01%
356
Other funds holding SOXX
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$564B AUM
30.12%
1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto, Ontario, Canada
$60.6B AUM
31.35%
1-Year Est. Return
AssetMark Inc
Concord, California
$49B AUM
17.78%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
BNP Paribas Financial Markets
Paris, France
$152B AUM
31.61%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Twin Tree Management
Dallas, Texas
$476M AUM
58.16%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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