Sage Private Wealth Group’s iShares Semiconductor ETF SOXX Stock Holding History

Sage Private 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
2022 Q4	–	Sell	-75	Closed	-$8K	–	161
2022 Q3	$8K	Buy	+75	New	+$9.4K	0.01%	157

Other funds holding SOXX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Twin Tree Management Dallas, Texas $5.31B AUM 55.82% 1-Year Est. Return

Sage Private Wealth Group's SOXX Position: Q4 2022 in Review

Sage Private Wealth Group sold out of iShares Semiconductor ETF (SOXX) in Q4 2022, closing a stake of 75 shares — an estimated $8K sold.

Sage Private Wealth Group first reported a position in SOXX in Q3 2022 and held it in 1 quarter. The position peaked at $8K in Q3 2022. 460 funds tracked by Wall St. Rank hold SOXX as of Q4 2022.

Sage Private Wealth Group reported no remaining iShares Semiconductor ETF position as of Q4 2022 after selling out during the quarter.
Sage Private Wealth Group sold 75 iShares Semiconductor ETF shares in Q4 2022, an estimated $8K.
Sage Private Wealth Group first reported a position in iShares Semiconductor ETF in Q3 2022 and held it in 1 quarter.
Sage Private Wealth Group's iShares Semiconductor ETF position peaked at $8K in Q3 2022.
460 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q4 2022.

Based on Sage Private Wealth Group's 13F filing for Q4 2022, filed 29 Jan 2025.