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San Luis Wealth Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

San Luis Wealth 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
2022
Q2 		– Sell
-45
Closed -$8K – 372
2022
Q1 		$8K Buy
+45
New +$7.21K ﹤0.01% 378

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UBS Group
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Citigroup
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AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Twin Tree Management
Twin Tree Management Dallas, Texas $5.31B AUM 55.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

San Luis Wealth Advisors's SOXX Position: Q2 2022 in Review

San Luis Wealth Advisors sold out of iShares Semiconductor ETF (SOXX) in Q2 2022, closing a stake of 45 shares — an estimated $8K sold.

San Luis Wealth Advisors first reported a position in SOXX in Q1 2022 and held it in 1 quarter. The position peaked at $8K in Q1 2022. 451 funds tracked by Wall St. Rank hold SOXX as of Q2 2022.

  • San Luis Wealth Advisors reported no remaining iShares Semiconductor ETF position as of Q2 2022 after selling out during the quarter.
  • San Luis Wealth Advisors sold 45 iShares Semiconductor ETF shares in Q2 2022, an estimated $8K.
  • San Luis Wealth Advisors first reported a position in iShares Semiconductor ETF in Q1 2022 and held it in 1 quarter.
  • San Luis Wealth Advisors's iShares Semiconductor ETF position peaked at $8K in Q1 2022.
  • 451 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2022.

Based on San Luis Wealth Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.