Personal CFO Solutions’s iShares Semiconductor ETF SOXX Stock Holding History

Personal CFO Solutions’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
2023 Q3	–	Sell	-1,311	Closed	-$222K	–	496
2023 Q2	$222K	Buy	+1,311	New	+$197K	0.05%	422

Other funds holding SOXX

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

Personal CFO Solutions's SOXX Position: Q3 2023 in Review

Personal CFO Solutions sold out of iShares Semiconductor ETF (SOXX) in Q3 2023, closing a stake of 1,311 shares — an estimated $222K sold.

Personal CFO Solutions first reported a position in SOXX in Q2 2023 and held it in 1 quarter. The position peaked at $222K in Q2 2023. 523 funds tracked by Wall St. Rank hold SOXX as of Q3 2023.

Personal CFO Solutions reported no remaining iShares Semiconductor ETF position as of Q3 2023 after selling out during the quarter.
Personal CFO Solutions sold 1,311 iShares Semiconductor ETF shares in Q3 2023, an estimated $222K.
Personal CFO Solutions first reported a position in iShares Semiconductor ETF in Q2 2023 and held it in 1 quarter.
Personal CFO Solutions's iShares Semiconductor ETF position peaked at $222K in Q2 2023.
523 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2023.

Based on Personal CFO Solutions's 13F filing for Q3 2023, filed 13 Nov 2023.