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Weaver Consulting Group’s iShares Semiconductor ETF SOXX Stock Holding History

Weaver Consulting 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
2020
Q4 		– Sell
-60
Closed -$6K – 779
2020
Q3 		$6K Sell
60
-240
-80% -$23.5K ﹤0.01% 667
2020
Q2 		$27K Buy
+300
New +$24.3K 0.02% 346

Other funds holding SOXX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
AP
Advisors Preferred Rockville, Maryland $679M AUM 22.19% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

Weaver Consulting Group's SOXX Position: Q4 2020 in Review

Weaver Consulting Group sold out of iShares Semiconductor ETF (SOXX) in Q4 2020, closing a stake of 60 shares — an estimated $6K sold.

Weaver Consulting Group first reported a position in SOXX in Q2 2020 and held it in 2 quarters. The position peaked at $27K in Q2 2020. 327 funds tracked by Wall St. Rank hold SOXX as of Q4 2020.

  • Weaver Consulting Group reported no remaining iShares Semiconductor ETF position as of Q4 2020 after selling out during the quarter.
  • Weaver Consulting Group sold 60 iShares Semiconductor ETF shares in Q4 2020, an estimated $6K.
  • Weaver Consulting Group first reported a position in iShares Semiconductor ETF in Q2 2020 and held it in 2 quarters.
  • Weaver Consulting Group's iShares Semiconductor ETF position peaked at $27K in Q2 2020.
  • 327 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.