Pittenger & Anderson Inc’s iShares Semiconductor ETF SOXX Stock Holding History

Pittenger & Anderson Inc’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
2024 Q2	–	Sell	-225	Closed	-$50.8K	–	461
2024 Q1	$50.8K	Hold	225	–	–	﹤0.01%	295
2023 Q4	$43.2K	Sell	225 -435	-66%	-$73K	﹤0.01%	295
2023 Q3	$104K	Buy	+660	New	+$110K	0.01%	241

Other funds holding SOXX

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 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

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

Pittenger & Anderson Inc's SOXX Position: Q2 2024 in Review

Pittenger & Anderson Inc sold out of iShares Semiconductor ETF (SOXX) in Q2 2024, closing a stake of 225 shares — an estimated $50.8K sold.

Pittenger & Anderson Inc first reported a position in SOXX in Q3 2023 and held it in 3 quarters. The position peaked at $104K in Q3 2023. 737 funds tracked by Wall St. Rank hold SOXX as of Q2 2024.

Pittenger & Anderson Inc reported no remaining iShares Semiconductor ETF position as of Q2 2024 after selling out during the quarter.
Pittenger & Anderson Inc sold 225 iShares Semiconductor ETF shares in Q2 2024, an estimated $50.8K.
Pittenger & Anderson Inc first reported a position in iShares Semiconductor ETF in Q3 2023 and held it in 3 quarters.
Pittenger & Anderson Inc's iShares Semiconductor ETF position peaked at $104K in Q3 2023.
737 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2024.

Based on Pittenger & Anderson Inc's 13F filing for Q2 2024, filed 9 Aug 2024.