Sterling Investment Advisors (Pennsylvania)’s iShares Semiconductor ETF SOXX Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 Q3	–	Sell	-99	Closed	-$12K	–	452
2022 Q2	$12K	Hold	99	–	–	﹤0.01%	385
2022 Q1	$16K	Hold	99	–	–	﹤0.01%	387
2021 Q4	$18K	Hold	99	–	–	0.01%	379
2021 Q3	$15K	Hold	99	–	–	﹤0.01%	403
2021 Q2	$15K	Buy	+99	New	+$14.2K	﹤0.01%	395

Other funds holding SOXX

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s SOXX Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of iShares Semiconductor ETF (SOXX) in Q3 2022, closing a stake of 99 shares — an estimated $12K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in SOXX in Q2 2021 and held it in 5 quarters. The position peaked at $18K in Q4 2021. 415 funds tracked by Wall St. Rank hold SOXX as of Q3 2022.

Sterling Investment Advisors (Pennsylvania) reported no remaining iShares Semiconductor ETF position as of Q3 2022 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 99 iShares Semiconductor ETF shares in Q3 2022, an estimated $12K.
Sterling Investment Advisors (Pennsylvania) first reported a position in iShares Semiconductor ETF in Q2 2021 and held it in 5 quarters.
Sterling Investment Advisors (Pennsylvania)'s iShares Semiconductor ETF position peaked at $18K in Q4 2021.
415 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.