Phoenix Wealth Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

Phoenix Wealth 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
2021 Q4	–	Sell	-225	Closed	-$33K	–	323
2021 Q3	$33K	Hold	225	–	–	0.02%	224
2021 Q2	$34K	Hold	225	–	–	0.02%	213
2021 Q1	$33K	Hold	225	–	–	0.03%	218
2020 Q4	$28K	Buy	+225	New	+$25.8K	0.02%	232

Other funds holding SOXX

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Phoenix Wealth Advisors's SOXX Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of iShares Semiconductor ETF (SOXX) in Q4 2021, closing a stake of 225 shares — an estimated $33K sold.

Phoenix Wealth Advisors first reported a position in SOXX in Q4 2020 and held it in 4 quarters. The position peaked at $34K in Q2 2021. 471 funds tracked by Wall St. Rank hold SOXX as of Q4 2021.

Phoenix Wealth Advisors reported no remaining iShares Semiconductor ETF position as of Q4 2021 after selling out during the quarter.
Phoenix Wealth Advisors sold 225 iShares Semiconductor ETF shares in Q4 2021, an estimated $33K.
Phoenix Wealth Advisors first reported a position in iShares Semiconductor ETF in Q4 2020 and held it in 4 quarters.
Phoenix Wealth Advisors's iShares Semiconductor ETF position peaked at $34K in Q2 2021.
471 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.