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VisionPoint Advisory Group’s iShares Semiconductor ETF SOXX Stock Holding History

VisionPoint Advisory Group’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
Q3 		– Sell
-3
Closed -$740 – 696
2024
Q2 		$740 Hold
3
– – ﹤0.01% 733
2024
Q1 		$678 Buy
+3
New +$624 ﹤0.01% 736

Other funds holding SOXX

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

VisionPoint Advisory Group's SOXX Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of iShares Semiconductor ETF (SOXX) in Q3 2024, closing a stake of 3 shares — an estimated $740 sold.

VisionPoint Advisory Group first reported a position in SOXX in Q1 2024 and held it in 2 quarters. The position peaked at $740 in Q2 2024. 741 funds tracked by Wall St. Rank hold SOXX as of Q3 2024.

  • VisionPoint Advisory Group reported no remaining iShares Semiconductor ETF position as of Q3 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 3 iShares Semiconductor ETF shares in Q3 2024, an estimated $740.
  • VisionPoint Advisory Group first reported a position in iShares Semiconductor ETF in Q1 2024 and held it in 2 quarters.
  • VisionPoint Advisory Group's iShares Semiconductor ETF position peaked at $740 in Q2 2024.
  • 741 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.