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

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 $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Twin Tree Management Dallas, Texas $5.31B AUM 55.82% 1-Year Est. Return

Personal Capital Advisors's SOXX Position: Q4 2022 in Review

Personal Capital Advisors increased its iShares Semiconductor ETF (SOXX) stake by 11% in Q4 2022, buying an estimated $44.9K and bringing the position to 4,035 shares worth $468K. The position accounts for ﹤0.01% of the portfolio, ranked #316.

Personal Capital Advisors first reported a position in SOXX in Q4 2019 and has held it in 12 quarters since. The position peaked at $618K in Q1 2022. 460 funds tracked by Wall St. Rank hold SOXX as of Q4 2022.

Personal Capital Advisors held 4,035 shares of iShares Semiconductor ETF worth $468K as of Q4 2022.
Personal Capital Advisors bought 387 iShares Semiconductor ETF shares in Q4 2022, an estimated $44.9K.
iShares Semiconductor ETF made up ﹤0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #316 holding.
Personal Capital Advisors first reported a position in iShares Semiconductor ETF in Q4 2019 and has held it in 12 quarters since.
Personal Capital Advisors's iShares Semiconductor ETF position peaked at $618K in Q1 2022.
460 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.