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Resurgent Financial Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

Resurgent Financial Advisors’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
-429
Closed -$82.4K – 437
2023
Q4 		$82.4K Sell
429
-180
-30% -$30.2K 0.05% 267
2023
Q3 		$96.2K Hold
609
– – 0.07% 228
2023
Q2 		$103K Buy
609
+210
+53% +$31.5K 0.07% 229
2023
Q1 		$59.1K Hold
399
– – 0.04% 307
2022
Q4 		$46.3K Buy
+399
New +$46.3K 0.02% 443

Other funds holding SOXX

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

Resurgent Financial Advisors's SOXX Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of iShares Semiconductor ETF (SOXX) in Q1 2024, closing a stake of 429 shares — an estimated $82.4K sold.

Resurgent Financial Advisors first reported a position in SOXX in Q4 2022 and held it in 5 quarters. The position peaked at $103K in Q2 2023. 690 funds tracked by Wall St. Rank hold SOXX as of Q1 2024.

  • Resurgent Financial Advisors reported no remaining iShares Semiconductor ETF position as of Q1 2024 after selling out during the quarter.
  • Resurgent Financial Advisors sold 429 iShares Semiconductor ETF shares in Q1 2024, an estimated $82.4K.
  • Resurgent Financial Advisors first reported a position in iShares Semiconductor ETF in Q4 2022 and held it in 5 quarters.
  • Resurgent Financial Advisors's iShares Semiconductor ETF position peaked at $103K in Q2 2023.
  • 690 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.