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WMG Financial Advisors’s iShares Semiconductor ETF SOXX Stock Holding History

WMG Financial 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
2022
Q1 		– Sell
-1,161
Closed -$211K – 187
2021
Q4 		$211K Buy
+1,161
New +$195K 0.16% 163

Other funds holding SOXX

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 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

WMG Financial Advisors's SOXX Position: Q1 2022 in Review

WMG Financial Advisors sold out of iShares Semiconductor ETF (SOXX) in Q1 2022, closing a stake of 1,161 shares — an estimated $211K sold.

WMG Financial Advisors first reported a position in SOXX in Q4 2021 and held it in 1 quarter. The position peaked at $211K in Q4 2021. 469 funds tracked by Wall St. Rank hold SOXX as of Q1 2022.

  • WMG Financial Advisors reported no remaining iShares Semiconductor ETF position as of Q1 2022 after selling out during the quarter.
  • WMG Financial Advisors sold 1,161 iShares Semiconductor ETF shares in Q1 2022, an estimated $211K.
  • WMG Financial Advisors first reported a position in iShares Semiconductor ETF in Q4 2021 and held it in 1 quarter.
  • WMG Financial Advisors's iShares Semiconductor ETF position peaked at $211K in Q4 2021.
  • 469 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2022.

Based on WMG Financial Advisors's 13F filing for Q1 2022, filed 18 Apr 2022.