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Woodard & Company Asset Management Group’s iShares Semiconductor ETF SOXX Stock Holding History

Woodard & Company Asset Management 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
2022
Q1 		– Sell
-15
Closed -$3K – 123
2021
Q4 		$3K Buy
+15
New +$2.52K ﹤0.01% 99

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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 $20.6B AUM 59.59% 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

Woodard & Company Asset Management Group's SOXX Position: Q1 2022 in Review

Woodard & Company Asset Management Group sold out of iShares Semiconductor ETF (SOXX) in Q1 2022, closing a stake of 15 shares — an estimated $3K sold.

Woodard & Company Asset Management Group first reported a position in SOXX in Q4 2021 and held it in 1 quarter. The position peaked at $3K in Q4 2021. 469 funds tracked by Wall St. Rank hold SOXX as of Q1 2022.

  • Woodard & Company Asset Management Group reported no remaining iShares Semiconductor ETF position as of Q1 2022 after selling out during the quarter.
  • Woodard & Company Asset Management Group sold 15 iShares Semiconductor ETF shares in Q1 2022, an estimated $3K.
  • Woodard & Company Asset Management Group first reported a position in iShares Semiconductor ETF in Q4 2021 and held it in 1 quarter.
  • Woodard & Company Asset Management Group's iShares Semiconductor ETF position peaked at $3K in Q4 2021.
  • 469 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q1 2022.

Based on Woodard & Company Asset Management Group's 13F filing for Q1 2022, filed 10 May 2022.