SAM
SOXX icon

Synergy Asset Management’s iShares Semiconductor ETF SOXX Stock Holding History

Synergy Asset Management’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
2025
Q1 		– Sell
-306
Closed -$70.6K – 728
2024
Q4 		$70.6K Buy
+306
New +$68.3K 0.01% 250

Other funds holding SOXX

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Synergy Asset Management's SOXX Position: Q1 2025 in Review

Synergy Asset Management sold out of iShares Semiconductor ETF (SOXX) in Q1 2025, closing a stake of 306 shares — an estimated $70.6K sold.

Synergy Asset Management first reported a position in SOXX in Q4 2024 and held it in 1 quarter. The position peaked at $70.6K in Q4 2024. 715 funds tracked by Wall St. Rank hold SOXX as of Q1 2025.

  • Synergy Asset Management reported no remaining iShares Semiconductor ETF position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 306 iShares Semiconductor ETF shares in Q1 2025, an estimated $70.6K.
  • Synergy Asset Management first reported a position in iShares Semiconductor ETF in Q4 2024 and held it in 1 quarter.
  • Synergy Asset Management's iShares Semiconductor ETF position peaked at $70.6K in Q4 2024.
  • 715 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.