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Ahrens Investment Partners’s SoFi Technologies SOFI Stock Holding History

Ahrens Investment Partners’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
Q1 		$9.71K Buy
+1,600
New +$9.7K ﹤0.01% 639
2022
Q3 		– Sell
-80
Closed – – 781
2022
Q2 		$0 Hold
80
– – ﹤0.01% 1059
2022
Q1 		$1K Sell
80
-150
-65% -$1.72K ﹤0.01% 1007
2021
Q4 		$4K Buy
+230
New +$4.22K ﹤0.01% 916
2021
Q3 		– Sell
-31,800
Closed -$610K – 240
2021
Q2 		$610K Buy
+31,800
New +$590K 0.28% 96

Other funds holding SOFI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GC
GPI Capital New York $287M AUM 42.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Ahrens Investment Partners's SOFI Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in SoFi Technologies (SOFI) in Q1 2023: 1,600 shares worth $9.71K. The stake represents ﹤0.01% of the portfolio and ranks #639 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in SOFI as recently as Q2 2022.

Ahrens Investment Partners first reported a position in SOFI in Q2 2021 and has held it in 5 quarters since. The position peaked at $610K in Q2 2021. 531 funds tracked by Wall St. Rank hold SOFI as of Q1 2023.

  • Ahrens Investment Partners held 1,600 shares of SoFi Technologies worth $9.71K as of Q1 2023.
  • SoFi Technologies was a new Ahrens Investment Partners position in Q1 2023.
  • SoFi Technologies made up ﹤0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #639 holding.
  • Ahrens Investment Partners first reported a position in SoFi Technologies in Q2 2021 and has held it in 5 quarters since.
  • Ahrens Investment Partners's SoFi Technologies position peaked at $610K in Q2 2021.
  • 531 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.