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Amplius Wealth Advisors’s SoFi Technologies SOFI Stock Holding History

Amplius 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
2022
Q1 		– Sell
-2,020
Closed -$31K – 777
2021
Q4 		$31K Buy
+2,020
New +$37.1K ﹤0.01% 399

Other funds holding SOFI

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
RCM
Riverwood Capital Management Menlo Park, California $43.2M AUM 24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DIV
DCM International VI Menlo Park, California $114M AUM 73.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GC
GPI Capital New York $287M AUM 42.76% 1-Year Est. Return

Amplius Wealth Advisors's SOFI Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of SoFi Technologies (SOFI) in Q1 2022, closing a stake of 2,020 shares — an estimated $31K sold.

Amplius Wealth Advisors first reported a position in SOFI in Q4 2021 and held it in 1 quarter. The position peaked at $31K in Q4 2021. 442 funds tracked by Wall St. Rank hold SOFI as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining SoFi Technologies position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 2,020 SoFi Technologies shares in Q1 2022, an estimated $31K.
  • Amplius Wealth Advisors first reported a position in SoFi Technologies in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's SoFi Technologies position peaked at $31K in Q4 2021.
  • 442 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.