Tradition Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History

Tradition Wealth 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 Q1	–	Sell	-192	Closed	-$37K	–	1062
2023 Q4	$37K	Hold	192	–	–	﹤0.01%	696
2023 Q3	$30K	Hold	192	–	–	﹤0.01%	740
2023 Q2	$32K	Buy	192 +18	+10%	+$2.7K	﹤0.01%	747
2023 Q1	$26K	Sell	174 -75	-30%	-$10.2K	﹤0.01%	772
2022 Q4	$29K	Hold	249	–	–	﹤0.01%	671
2022 Q3	$26K	Buy	249 +174	+232%	+$21.8K	﹤0.01%	696
2022 Q2	$9K	Hold	75	–	–	﹤0.01%	852
2022 Q1	$12K	Hold	75	–	–	﹤0.01%	857
2021 Q4	$14K	Buy	+75	New	+$12.6K	﹤0.01%	824

Other funds holding SOXX

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Tradition Wealth Management's SOXX Position: Q1 2024 in Review

Tradition Wealth Management sold out of iShares Semiconductor ETF (SOXX) in Q1 2024, closing a stake of 192 shares — an estimated $37K sold.

Tradition Wealth Management first reported a position in SOXX in Q4 2021 and held it in 9 quarters. The position peaked at $37K in Q4 2023. 690 funds tracked by Wall St. Rank hold SOXX as of Q1 2024.

Tradition Wealth Management reported no remaining iShares Semiconductor ETF position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 192 iShares Semiconductor ETF shares in Q1 2024, an estimated $37K.
Tradition Wealth Management first reported a position in iShares Semiconductor ETF in Q4 2021 and held it in 9 quarters.
Tradition Wealth Management's iShares Semiconductor ETF position peaked at $37K in Q4 2023.
690 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.