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Punch & Associates Investment Management’s iShares Semiconductor ETF SOXX Stock Holding History

Punch & Associates Investment Management’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
Q1 		– Sell
-9
Closed -$1.45K – 220
2023
Q4 		$1.45K Buy
+9
New +$1.51K ﹤0.01% 230

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Goldman Sachs
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Punch & Associates Investment Management's SOXX Position: Q1 2024 in Review

Punch & Associates Investment Management sold out of iShares Semiconductor ETF (SOXX) in Q1 2024, closing a stake of 9 shares — an estimated $1.45K sold.

Punch & Associates Investment Management first reported a position in SOXX in Q4 2023 and held it in 1 quarter. The position peaked at $1.45K in Q4 2023. 690 funds tracked by Wall St. Rank hold SOXX as of Q1 2024.

  • Punch & Associates Investment Management reported no remaining iShares Semiconductor ETF position as of Q1 2024 after selling out during the quarter.
  • Punch & Associates Investment Management sold 9 iShares Semiconductor ETF shares in Q1 2024, an estimated $1.45K.
  • Punch & Associates Investment Management first reported a position in iShares Semiconductor ETF in Q4 2023 and held it in 1 quarter.
  • Punch & Associates Investment Management's iShares Semiconductor ETF position peaked at $1.45K in Q4 2023.
  • 690 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2024.

Based on Punch & Associates Investment Management's 13F filing for Q1 2024, filed 15 May 2024.