Pinnacle Private Wealth’s iShares Semiconductor ETF SOXX Stock Holding History

Pinnacle Private Wealth’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 Q2	$355K	Sell	3,048 -114	-4%	-$15.4K	0.14%	170
2022 Q1	$499K	Buy	3,162 +1,710	+118%	+$274K	0.16%	153
2021 Q4	$262K	Buy	+1,452	New	+$243K	0.08%	240

Other funds holding SOXX

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Pinnacle Private Wealth's SOXX Position: Q2 2022 in Review

Pinnacle Private Wealth reduced its iShares Semiconductor ETF (SOXX) stake by 3.6% in Q2 2022, selling an estimated $15.4K and leaving 3,048 shares worth $355K. The position accounts for 0.14% of the portfolio, ranked #170.

Pinnacle Private Wealth first reported a position in SOXX in Q4 2021 and has held it in 3 quarters since. The position peaked at $499K in Q1 2022. 451 funds tracked by Wall St. Rank hold SOXX as of Q2 2022.

Pinnacle Private Wealth held 3,048 shares of iShares Semiconductor ETF worth $355K as of Q2 2022.
Pinnacle Private Wealth sold 114 iShares Semiconductor ETF shares in Q2 2022, an estimated $15.4K.
iShares Semiconductor ETF made up 0.14% of Pinnacle Private Wealth's portfolio in Q2 2022, its #170 holding.
Pinnacle Private Wealth first reported a position in iShares Semiconductor ETF in Q4 2021 and has held it in 3 quarters since.
Pinnacle Private Wealth's iShares Semiconductor ETF position peaked at $499K in Q1 2022.
451 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.