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Regal Wealth Group’s iShares Semiconductor ETF SOXX Stock Holding History

Regal Wealth 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
2020
Q1 		– Sell
-309
Closed -$26K – 202
2019
Q4 		$26K Buy
+309
New +$23.8K 0.02% 112

Other funds holding SOXX

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Regal Wealth Group's SOXX Position: Q1 2020 in Review

Regal Wealth Group sold out of iShares Semiconductor ETF (SOXX) in Q1 2020, closing a stake of 309 shares — an estimated $26K sold.

Regal Wealth Group first reported a position in SOXX in Q4 2019 and held it in 1 quarter. The position peaked at $26K in Q4 2019. 221 funds tracked by Wall St. Rank hold SOXX as of Q1 2020.

  • Regal Wealth Group reported no remaining iShares Semiconductor ETF position as of Q1 2020 after selling out during the quarter.
  • Regal Wealth Group sold 309 iShares Semiconductor ETF shares in Q1 2020, an estimated $26K.
  • Regal Wealth Group first reported a position in iShares Semiconductor ETF in Q4 2019 and held it in 1 quarter.
  • Regal Wealth Group's iShares Semiconductor ETF position peaked at $26K in Q4 2019.
  • 221 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2020.

Based on Regal Wealth Group's 13F filing for Q1 2020, filed 23 Apr 2020.