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Rikoon Group’s iShares Semiconductor ETF SOXX Stock Holding History

Rikoon 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
2021
Q1 		$325K Sell
2,298
-120
-5% -$16.4K 0.09% 188
2020
Q4 		$306K Buy
2,418
+345
+17% +$39.6K 0.09% 184
2020
Q3 		$210K Buy
+2,073
New +$203K 0.06% 202

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Rikoon Group's SOXX Position: Q1 2021 in Review

Rikoon Group reduced its iShares Semiconductor ETF (SOXX) stake by 5% in Q1 2021, selling an estimated $16.4K and leaving 2,298 shares worth $325K. The position accounts for 0.09% of the portfolio, ranked #188.

Rikoon Group first reported a position in SOXX in Q3 2020 and has held it in 3 quarters since. 366 funds tracked by Wall St. Rank hold SOXX as of Q1 2021.

  • Rikoon Group held 2,298 shares of iShares Semiconductor ETF worth $325K as of Q1 2021.
  • Rikoon Group sold 120 iShares Semiconductor ETF shares in Q1 2021, an estimated $16.4K.
  • iShares Semiconductor ETF made up 0.09% of Rikoon Group's portfolio in Q1 2021, its #188 holding.
  • Rikoon Group first reported a position in iShares Semiconductor ETF in Q3 2020 and has held it in 3 quarters since.
  • 366 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2021.

Based on Rikoon Group's 13F filing for Q1 2021, filed 14 May 2021.