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Simplicity Solutions’s iShares Semiconductor ETF SOXX Stock Holding History

Simplicity Solutions’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
Q1 		– Sell
-7,026
Closed -$888K – 907
2020
Q4 		$888K Buy
7,026
+4,575
+187% +$525K 0.01% 574
2020
Q3 		$249K Buy
+2,451
New +$240K ﹤0.01% 768

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Simplicity Solutions's SOXX Position: Q1 2021 in Review

Simplicity Solutions sold out of iShares Semiconductor ETF (SOXX) in Q1 2021, closing a stake of 7,026 shares — an estimated $888K sold.

Simplicity Solutions first reported a position in SOXX in Q3 2020 and held it in 2 quarters. The position peaked at $888K in Q4 2020. 366 funds tracked by Wall St. Rank hold SOXX as of Q1 2021.

  • Simplicity Solutions reported no remaining iShares Semiconductor ETF position as of Q1 2021 after selling out during the quarter.
  • Simplicity Solutions sold 7,026 iShares Semiconductor ETF shares in Q1 2021, an estimated $888K.
  • Simplicity Solutions first reported a position in iShares Semiconductor ETF in Q3 2020 and held it in 2 quarters.
  • Simplicity Solutions's iShares Semiconductor ETF position peaked at $888K in Q4 2020.
  • 366 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.