TCI Wealth Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

TCI Wealth Advisors’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
2023 Q1	–	Hold	0	–	–	–	2421
2022 Q3	–	Sell	-75	Closed	-$9K	–	2558
2022 Q2	$9K	Buy	+75	New	+$10.1K	﹤0.01%	1107
2021 Q4	–	Sell	-63	Closed	-$9K	–	2501
2021 Q3	$9K	Buy	+63	New	+$9.57K	﹤0.01%	1197
2021 Q2	–	Sell	-114	Closed	-$16K	–	2446
2021 Q1	$16K	Buy	+114	New	+$15.6K	0.01%	645
2020 Q1	–	Sell	-3,750	Closed	-$314K	–	1740
2019 Q4	$314K	Buy	+3,750	New	+$288K	0.12%	123

Other funds holding SOXX

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

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

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

TCI Wealth Advisors's SOXX Position: Q1 2023 in Review

TCI Wealth Advisors held its iShares Semiconductor ETF (SOXX) position steady in Q1 2023 at 0 shares worth $73. The position accounts for ﹤0.01% of the portfolio, ranked #2421.

TCI Wealth Advisors first reported a position in SOXX in Q4 2019 and has held it in 4 quarters since. The position peaked at $314K in Q4 2019. 504 funds tracked by Wall St. Rank hold SOXX as of Q1 2023.

TCI Wealth Advisors held 0 shares of iShares Semiconductor ETF worth $73 as of Q1 2023.
TCI Wealth Advisors left its iShares Semiconductor ETF share count unchanged in Q1 2023.
iShares Semiconductor ETF made up ﹤0.01% of TCI Wealth Advisors's portfolio in Q1 2023, its #2421 holding.
TCI Wealth Advisors first reported a position in iShares Semiconductor ETF in Q4 2019 and has held it in 4 quarters since.
TCI Wealth Advisors's iShares Semiconductor ETF position peaked at $314K in Q4 2019.
504 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2023.

Based on TCI Wealth Advisors's 13F filing for Q1 2023, filed 3 May 2023.