Zimmermann Investment Management & Planning’s iShares Semiconductor ETF SOXX Stock Holding History

Zimmermann Investment Management & Planning’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 Q3	–	Sell	-1,197	Closed	-$202K	–	119
2023 Q2	$202K	Sell	1,197 -5,655	-83%	-$848K	0.09%	103
2023 Q1	$1.02M	Sell	6,852 -19,467	-74%	-$2.65M	0.53%	44
2022 Q4	$3.05M	Buy	26,319 +2,460	+10%	+$286K	1.76%	19
2022 Q3	$2.54M	Buy	23,859 +17,043	+250%	+$2.14M	1.58%	21
2022 Q2	$794K	Sell	6,816 -1,311	-16%	-$177K	0.54%	43
2022 Q1	$1.28M	Sell	8,127 -2,937	-27%	-$470K	0.76%	36
2021 Q4	$2M	Buy	+11,064	New	+$1.86M	1.12%	30

Other funds holding SOXX

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SMFG

Sumitomo Mitsui Financial Group Tokyo, Japan $4.94B AUM 1.39% 1-Year Est. Return

Zimmermann Investment Management & Planning's SOXX Position: Q3 2023 in Review

Zimmermann Investment Management & Planning sold out of iShares Semiconductor ETF (SOXX) in Q3 2023, closing a stake of 1,197 shares — an estimated $202K sold.

Zimmermann Investment Management & Planning first reported a position in SOXX in Q4 2021 and held it in 7 quarters. The position peaked at $3.05M in Q4 2022. 523 funds tracked by Wall St. Rank hold SOXX as of Q3 2023.

Zimmermann Investment Management & Planning reported no remaining iShares Semiconductor ETF position as of Q3 2023 after selling out during the quarter.
Zimmermann Investment Management & Planning sold 1,197 iShares Semiconductor ETF shares in Q3 2023, an estimated $202K.
Zimmermann Investment Management & Planning first reported a position in iShares Semiconductor ETF in Q4 2021 and held it in 7 quarters.
Zimmermann Investment Management & Planning's iShares Semiconductor ETF position peaked at $3.05M in Q4 2022.
523 funds tracked by Wall St. Rank held iShares Semiconductor ETF as of Q3 2023.

Based on Zimmermann Investment Management & Planning's 13F filing for Q3 2023, filed 31 Oct 2023.