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ACG Wealth’s SoFi Technologies SOFI Stock Holding History

ACG Wealth’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
2022
Q3 		– Sell
-74
Closed – – 893
2022
Q2 		$0 Buy
+74
New +$500 ﹤0.01% 1061

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
DIV
DCM International VI Menlo Park, California $114M AUM 73.96% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
RCM
Riverwood Capital Management Menlo Park, California $43.2M AUM 24% 1-Year Est. Return

ACG Wealth's SOFI Position: Q3 2022 in Review

ACG Wealth sold out of SoFi Technologies (SOFI) in Q3 2022, closing a stake of 74 shares.

ACG Wealth first reported a position in SOFI in Q2 2022 and held it in 1 quarter. The position peaked at $0 in Q2 2022. 492 funds tracked by Wall St. Rank hold SOFI as of Q3 2022.

  • ACG Wealth reported no remaining SoFi Technologies position as of Q3 2022 after selling out during the quarter.
  • ACG Wealth sold 74 SoFi Technologies shares in Q3 2022.
  • ACG Wealth first reported a position in SoFi Technologies in Q2 2022 and held it in 1 quarter.
  • ACG Wealth's SoFi Technologies position peaked at $0 in Q2 2022.
  • 492 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.