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Tandem Capital Management’s iShares Semiconductor ETF SOXX Stock Holding History

Tandem Capital 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
2024
Q2 		– Sell
-1,059
Closed -$239K – 116
2024
Q1 		$239K Sell
1,059
-75
-7% -$15.6K 0.14% 103
2023
Q4 		$218K Buy
+1,134
New +$190K 0.14% 108

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Morgan Stanley
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Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Tandem Capital Management's SOXX Position: Q2 2024 in Review

Tandem Capital Management sold out of iShares Semiconductor ETF (SOXX) in Q2 2024, closing a stake of 1,059 shares — an estimated $239K sold.

Tandem Capital Management first reported a position in SOXX in Q4 2023 and held it in 2 quarters. The position peaked at $239K in Q1 2024. 737 funds tracked by Wall St. Rank hold SOXX as of Q2 2024.

  • Tandem Capital Management reported no remaining iShares Semiconductor ETF position as of Q2 2024 after selling out during the quarter.
  • Tandem Capital Management sold 1,059 iShares Semiconductor ETF shares in Q2 2024, an estimated $239K.
  • Tandem Capital Management first reported a position in iShares Semiconductor ETF in Q4 2023 and held it in 2 quarters.
  • Tandem Capital Management's iShares Semiconductor ETF position peaked at $239K in Q1 2024.
  • 737 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2024.

Based on Tandem Capital Management's 13F filing for Q2 2024, filed 8 Jul 2024.