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Romano Brothers & Co’s iShares Semiconductor ETF SOXX Stock Holding History

Romano Brothers & Co’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
Q1 		– Sell
-66
Closed -$7.66K – 873
2022
Q4 		$7.66K Buy
+66
New +$7.66K ﹤0.01% 763

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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

Romano Brothers & Co's SOXX Position: Q1 2023 in Review

Romano Brothers & Co sold out of iShares Semiconductor ETF (SOXX) in Q1 2023, closing a stake of 66 shares — an estimated $7.66K sold.

Romano Brothers & Co first reported a position in SOXX in Q4 2022 and held it in 1 quarter. The position peaked at $7.66K in Q4 2022. 504 funds tracked by Wall St. Rank hold SOXX as of Q1 2023.

  • Romano Brothers & Co reported no remaining iShares Semiconductor ETF position as of Q1 2023 after selling out during the quarter.
  • Romano Brothers & Co sold 66 iShares Semiconductor ETF shares in Q1 2023, an estimated $7.66K.
  • Romano Brothers & Co first reported a position in iShares Semiconductor ETF in Q4 2022 and held it in 1 quarter.
  • Romano Brothers & Co's iShares Semiconductor ETF position peaked at $7.66K in Q4 2022.
  • 504 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2023.

Based on Romano Brothers & Co's 13F filing for Q1 2023, filed 13 Apr 2023.