Wealthstreet Investment Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

Wealthstreet Investment 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
2021 Q2	–	Sell	-7,830	Closed	-$1.11M	–	284
2021 Q1	$1.11M	Sell	7,830 -1,560	-17%	-$213K	0.11%	161
2020 Q4	$1.19M	Hold	9,390	–	–	0.12%	149
2020 Q3	$953K	Sell	9,390 -300	-3%	-$29.3K	0.11%	154
2020 Q2	$875K	Hold	9,690	–	–	0.11%	151
2020 Q1	$663K	Buy	9,690 +45	+0.5%	+$3.56K	0.1%	157
2019 Q4	$807K	Hold	9,645	–	–	0.09%	172
2019 Q3	$725K	Buy	9,645 +90	+0.9%	+$6.21K	0.09%	179
2019 Q2	$632K	Sell	9,555 -90	-0.9%	-$5.88K	0.08%	193
2019 Q1	$609K	Hold	9,645	–	–	0.08%	196
2018 Q4	$548K	Hold	9,645	–	–	0.08%	200
2018 Q3	$595K	Hold	9,645	–	–	0.07%	220
2018 Q2	$573K	Hold	9,645	–	–	0.08%	221
2018 Q1	$579K	Sell	9,645 -300	-3%	-$18.3K	0.07%	214
2017 Q4	$563K	Buy	+9,945	New	+$566K	0.07%	219

Other funds holding SOXX

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wealthstreet Investment Advisors's SOXX Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of iShares Semiconductor ETF (SOXX) in Q2 2021, closing a stake of 7,830 shares — an estimated $1.11M sold.

Wealthstreet Investment Advisors first reported a position in SOXX in Q4 2017 and held it in 14 quarters. The position peaked at $1.19M in Q4 2020. 376 funds tracked by Wall St. Rank hold SOXX as of Q2 2021.

Wealthstreet Investment Advisors reported no remaining iShares Semiconductor ETF position as of Q2 2021 after selling out during the quarter.
Wealthstreet Investment Advisors sold 7,830 iShares Semiconductor ETF shares in Q2 2021, an estimated $1.11M.
Wealthstreet Investment Advisors first reported a position in iShares Semiconductor ETF in Q4 2017 and held it in 14 quarters.
Wealthstreet Investment Advisors's iShares Semiconductor ETF position peaked at $1.19M in Q4 2020.
376 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.