180 Wealth Advisors’s SoFi Technologies SOFI Stock Holding History

180 Wealth Advisors’s Portfolio SOFI Stock Details SOFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-15,145	Closed	-$91.9K	–	388
2023 Q1	$91.9K	Sell	15,145 -905	-6%	-$5.49K	0.02%	355
2022 Q4	$91.6K	Buy	16,050 +3,670	+30%	+$18.2K	0.02%	358
2022 Q3	$60K	Buy	12,380 +555	+5%	+$3.51K	0.02%	349
2022 Q2	$64K	Buy	+11,825	New	+$79.9K	0.02%	362
2022 Q1	–	Sell	-13,850	Closed	-$192K	–	396
2021 Q4	$192K	Sell	13,850 -1,450	-9%	-$26.6K	0.04%	353
2021 Q3	$297K	Buy	+15,300	New	+$240K	0.07%	285

Other funds holding SOFI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SLG

Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

180 Wealth Advisors's SOFI Position: Q2 2023 in Review

180 Wealth Advisors sold out of SoFi Technologies (SOFI) in Q2 2023, closing a stake of 15,145 shares — an estimated $91.9K sold.

180 Wealth Advisors first reported a position in SOFI in Q3 2021 and held it in 6 quarters. The position peaked at $297K in Q3 2021. 517 funds tracked by Wall St. Rank hold SOFI as of Q2 2023.

180 Wealth Advisors reported no remaining SoFi Technologies position as of Q2 2023 after selling out during the quarter.
180 Wealth Advisors sold 15,145 SoFi Technologies shares in Q2 2023, an estimated $91.9K.
180 Wealth Advisors first reported a position in SoFi Technologies in Q3 2021 and held it in 6 quarters.
180 Wealth Advisors's SoFi Technologies position peaked at $297K in Q3 2021.
517 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2023.

Based on 180 Wealth Advisors's 13F filing for Q2 2023, filed 12 Jul 2023.