American Portfolios Advisors’s SoFi Technologies SOFI Stock Holding History

American Portfolios 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
2022 Q3	$118K	Sell	24,250 -1,400	-5%	-$8.86K	0.01%	1260
2022 Q2	$135K	Buy	25,650 +1,914	+8%	+$12.9K	0.01%	1249
2022 Q1	$224K	Sell	23,736 -25,890	-52%	-$297K	0.01%	1110
2021 Q4	$785K	Buy	49,626 +11,523	+30%	+$211K	0.03%	561
2021 Q3	$605K	Buy	38,103 +35,303	+1,261%	+$553K	0.02%	625
2021 Q2	$53.7K	Hold	2,800	–	–	﹤0.01%	1706
2021 Q1	$48K	Buy	+2,800	New	+$55.3K	﹤0.01%	1627

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 $3.68B AUM 7.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

DIV

DCM International VI Menlo Park, California $114M AUM 73.96% 1-Year Est. Return

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

American Portfolios Advisors's SOFI Position: Q3 2022 in Review

American Portfolios Advisors reduced its SoFi Technologies (SOFI) stake by 5.5% in Q3 2022, selling an estimated $8.86K and leaving 24,250 shares worth $118K. The position accounts for 0.01% of the portfolio, ranked #1260.

American Portfolios Advisors first reported a position in SOFI in Q1 2021 and has held it in 7 quarters since. The position peaked at $785K in Q4 2021. 492 funds tracked by Wall St. Rank hold SOFI as of Q3 2022.

American Portfolios Advisors held 24,250 shares of SoFi Technologies worth $118K as of Q3 2022.
American Portfolios Advisors sold 1,400 SoFi Technologies shares in Q3 2022, an estimated $8.86K.
SoFi Technologies made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1260 holding.
American Portfolios Advisors first reported a position in SoFi Technologies in Q1 2021 and has held it in 7 quarters since.
American Portfolios Advisors's SoFi Technologies position peaked at $785K in Q4 2021.
492 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.