Telemus Capital’s iShares Semiconductor ETF SOXX Stock Holding History

Telemus Capital’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 Q4	$552K	Buy	2,877 +276	+11%	+$46.3K	0.05%	225
2023 Q3	$411K	Sell	2,601 -15	-0.6%	-$2.5K	0.04%	236
2023 Q2	$442K	Sell	2,616 -213	-8%	-$31.9K	0.04%	234
2023 Q1	$419K	Sell	2,829 -789	-22%	-$108K	0.04%	236
2022 Q4	$439K	Buy	+3,618	New	+$420K	0.04%	235
2019 Q1	–	Sell	-37,575	Closed	-$1.97M	–	445
2018 Q4	$1.97M	Buy	+37,575	New	+$2.06M	0.16%	113

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

Telemus Capital's SOXX Position: Q4 2023 in Review

Telemus Capital increased its iShares Semiconductor ETF (SOXX) stake by 11% in Q4 2023, buying an estimated $46.3K and bringing the position to 2,877 shares worth $552K. The position accounts for 0.05% of the portfolio, ranked #225.

Telemus Capital first reported a position in SOXX in Q4 2018 and has held it in 6 quarters since. The position peaked at $1.97M in Q4 2018. 627 funds tracked by Wall St. Rank hold SOXX as of Q4 2023.

Telemus Capital held 2,877 shares of iShares Semiconductor ETF worth $552K as of Q4 2023.
Telemus Capital bought 276 iShares Semiconductor ETF shares in Q4 2023, an estimated $46.3K.
iShares Semiconductor ETF made up 0.05% of Telemus Capital's portfolio in Q4 2023, its #225 holding.
Telemus Capital first reported a position in iShares Semiconductor ETF in Q4 2018 and has held it in 6 quarters since.
Telemus Capital's iShares Semiconductor ETF position peaked at $1.97M in Q4 2018.
627 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q4 2023.

Based on Telemus Capital's 13F filing for Q4 2023, filed 1 Feb 2024.