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Provence Wealth Management Group’s iShares Semiconductor ETF SOXX Stock Holding History

Provence Wealth Management Group’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
2023
Q4 		$70.3K Hold
366
– – 0.04% 198
2023
Q3 		$57.8K Buy
+366
New +$60.9K 0.04% 195

Other funds holding SOXX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Provence Wealth Management Group's SOXX Position: Q4 2023 in Review

Provence Wealth Management Group held its iShares Semiconductor ETF (SOXX) position steady in Q4 2023 at 366 shares worth $70.3K. The position accounts for 0.04% of the portfolio, ranked #198.

Provence Wealth Management Group first reported a position in SOXX in Q3 2023 and has held it in 2 quarters since. 627 funds tracked by Wall St. Rank hold SOXX as of Q4 2023.

  • Provence Wealth Management Group held 366 shares of iShares Semiconductor ETF worth $70.3K as of Q4 2023.
  • Provence Wealth Management Group left its iShares Semiconductor ETF share count unchanged in Q4 2023.
  • iShares Semiconductor ETF made up 0.04% of Provence Wealth Management Group's portfolio in Q4 2023, its #198 holding.
  • Provence Wealth Management Group first reported a position in iShares Semiconductor ETF in Q3 2023 and has held it in 2 quarters since.
  • 627 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.