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Sandbox Financial Partners’s iShares Semiconductor ETF SOXX Stock Holding History

Sandbox Financial Partners’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
Q1 		– Sell
-1,773
Closed -$320K – 109
2021
Q4 		$320K Buy
+1,773
New +$297K 0.2% 65

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AssetMark Inc
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Wells Fargo
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Citigroup
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HIIFS
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BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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

Sandbox Financial Partners's SOXX Position: Q1 2022 in Review

Sandbox Financial Partners sold out of iShares Semiconductor ETF (SOXX) in Q1 2022, closing a stake of 1,773 shares — an estimated $320K sold.

Sandbox Financial Partners first reported a position in SOXX in Q4 2021 and held it in 1 quarter. The position peaked at $320K in Q4 2021. 469 funds tracked by Wall St. Rank hold SOXX as of Q1 2022.

  • Sandbox Financial Partners reported no remaining iShares Semiconductor ETF position as of Q1 2022 after selling out during the quarter.
  • Sandbox Financial Partners sold 1,773 iShares Semiconductor ETF shares in Q1 2022, an estimated $320K.
  • Sandbox Financial Partners first reported a position in iShares Semiconductor ETF in Q4 2021 and held it in 1 quarter.
  • Sandbox Financial Partners's iShares Semiconductor ETF position peaked at $320K in Q4 2021.
  • 469 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2022.

Based on Sandbox Financial Partners's 13F filing for Q1 2022, filed 13 Apr 2022.