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Pinnacle Family Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

Pinnacle Family 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
2019
Q4 		– Sell
-3,375
Closed -$238K – 84
2019
Q3 		$238K Sell
3,375
-834
-20% -$57.5K 0.21% 69
2019
Q2 		$278K Buy
+4,209
New +$275K 0.23% 67

Other funds holding SOXX

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Pinnacle Family Advisors's SOXX Position: Q4 2019 in Review

Pinnacle Family Advisors sold out of iShares Semiconductor ETF (SOXX) in Q4 2019, closing a stake of 3,375 shares — an estimated $238K sold.

Pinnacle Family Advisors first reported a position in SOXX in Q2 2019 and held it in 2 quarters. The position peaked at $278K in Q2 2019. 228 funds tracked by Wall St. Rank hold SOXX as of Q4 2019.

  • Pinnacle Family Advisors reported no remaining iShares Semiconductor ETF position as of Q4 2019 after selling out during the quarter.
  • Pinnacle Family Advisors sold 3,375 iShares Semiconductor ETF shares in Q4 2019, an estimated $238K.
  • Pinnacle Family Advisors first reported a position in iShares Semiconductor ETF in Q2 2019 and held it in 2 quarters.
  • Pinnacle Family Advisors's iShares Semiconductor ETF position peaked at $278K in Q2 2019.
  • 228 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q4 2019.

Based on Pinnacle Family Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.