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Piedmont Capital Management (Montana)’s iShares Semiconductor ETF SOXX Stock Holding History

Piedmont Capital Management (Montana)’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
Q1 		– Sell
-1,605
Closed -$290K – 49
2021
Q4 		$290K Buy
1,605
+138
+9% +$23.1K 0.23% 38
2021
Q3 		$221K Buy
+1,467
New +$223K 0.18% 41

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Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Piedmont Capital Management (Montana)'s SOXX Position: Q1 2022 in Review

Piedmont Capital Management (Montana) sold out of iShares Semiconductor ETF (SOXX) in Q1 2022, closing a stake of 1,605 shares — an estimated $290K sold.

Piedmont Capital Management (Montana) first reported a position in SOXX in Q3 2021 and held it in 2 quarters. The position peaked at $290K in Q4 2021. 469 funds tracked by Wall St. Rank hold SOXX as of Q1 2022.

  • Piedmont Capital Management (Montana) reported no remaining iShares Semiconductor ETF position as of Q1 2022 after selling out during the quarter.
  • Piedmont Capital Management (Montana) sold 1,605 iShares Semiconductor ETF shares in Q1 2022, an estimated $290K.
  • Piedmont Capital Management (Montana) first reported a position in iShares Semiconductor ETF in Q3 2021 and held it in 2 quarters.
  • Piedmont Capital Management (Montana)'s iShares Semiconductor ETF position peaked at $290K in Q4 2021.
  • 469 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2022.

Based on Piedmont Capital Management (Montana)'s 13F filing for Q1 2022, filed 11 May 2022.