Tilia Fiduciary Partners’s iShares Semiconductor ETF SOXX Stock Holding History

Tilia Fiduciary Partners’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	–	Sell	-6	Closed	-$696	–	523
2022 Q4	$696	Hold	6	–	–	﹤0.01%	482
2022 Q3	$1K	Hold	6	–	–	﹤0.01%	500
2022 Q2	$1K	Hold	6	–	–	﹤0.01%	518
2022 Q1	$1K	Hold	6	–	–	﹤0.01%	522
2021 Q4	$1K	Buy	+6	New	+$1.01K	﹤0.01%	545

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 $58.2B AUM 22.78% 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

Tilia Fiduciary Partners's SOXX Position: Q1 2023 in Review

Tilia Fiduciary Partners sold out of iShares Semiconductor ETF (SOXX) in Q1 2023, closing a stake of 6 shares — an estimated $696 sold.

Tilia Fiduciary Partners first reported a position in SOXX in Q4 2021 and held it in 5 quarters. The position peaked at $1K in Q3 2022. 504 funds tracked by Wall St. Rank hold SOXX as of Q1 2023.

Tilia Fiduciary Partners reported no remaining iShares Semiconductor ETF position as of Q1 2023 after selling out during the quarter.
Tilia Fiduciary Partners sold 6 iShares Semiconductor ETF shares in Q1 2023, an estimated $696.
Tilia Fiduciary Partners first reported a position in iShares Semiconductor ETF in Q4 2021 and held it in 5 quarters.
Tilia Fiduciary Partners's iShares Semiconductor ETF position peaked at $1K in Q3 2022.
504 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q1 2023, filed 10 May 2023.