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ShoreHaven Wealth Partners’s iShares Semiconductor ETF SOXX Stock Holding History

ShoreHaven Wealth 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
2021
Q2 		– Sell
-39
Closed -$6K – 226
2021
Q1 		$6K Buy
+39
New +$5.34K ﹤0.01% 219

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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ShoreHaven Wealth Partners's SOXX Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of iShares Semiconductor ETF (SOXX) in Q2 2021, closing a stake of 39 shares — an estimated $6K sold.

ShoreHaven Wealth Partners first reported a position in SOXX in Q1 2021 and held it in 1 quarter. The position peaked at $6K in Q1 2021. 376 funds tracked by Wall St. Rank hold SOXX as of Q2 2021.

  • ShoreHaven Wealth Partners reported no remaining iShares Semiconductor ETF position as of Q2 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 39 iShares Semiconductor ETF shares in Q2 2021, an estimated $6K.
  • ShoreHaven Wealth Partners first reported a position in iShares Semiconductor ETF in Q1 2021 and held it in 1 quarter.
  • ShoreHaven Wealth Partners's iShares Semiconductor ETF position peaked at $6K in Q1 2021.
  • 376 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2021, filed 16 Aug 2021.