Welch Group’s iShares Semiconductor ETF SOXX Stock Holding History

Welch 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
2023 Q1	–	Sell	-5,325	Closed	-$618K	–	225
2022 Q4	$618K	Buy	+5,325	New	+$618K	0.04%	104

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 $49B AUM 17.78% 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

Welch Group's SOXX Position: Q1 2023 in Review

Welch Group sold out of iShares Semiconductor ETF (SOXX) in Q1 2023, closing a stake of 5,325 shares — an estimated $618K sold.

Welch Group first reported a position in SOXX in Q4 2022 and held it in 1 quarter. The position peaked at $618K in Q4 2022. 504 funds tracked by Wall St. Rank hold SOXX as of Q1 2023.

Welch Group reported no remaining iShares Semiconductor ETF position as of Q1 2023 after selling out during the quarter.
Welch Group sold 5,325 iShares Semiconductor ETF shares in Q1 2023, an estimated $618K.
Welch Group first reported a position in iShares Semiconductor ETF in Q4 2022 and held it in 1 quarter.
Welch Group's iShares Semiconductor ETF position peaked at $618K in Q4 2022.
504 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2023.

Based on Welch Group's 13F filing for Q1 2023, filed 13 Apr 2023.