BRWM
SOFI icon

B. Riley Wealth Management’s SoFi Technologies SOFI Stock Holding History

B. Riley Wealth Management’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
Q2 		$481 Buy
91,283
+19,583
+27% +$132K ﹤0.01% 420
2022
Q1 		$678K Buy
71,700
+11,445
+19% +$131K 0.05% 274
2021
Q4 		$953K Sell
60,255
-45,818
-43% -$841K 0.07% 241
2021
Q3 		$1.68M Buy
106,073
+47,258
+80% +$741K 0.13% 158
2021
Q2 		$1.13M Sell
58,815
-480
-0.8% -$8.9K 0.12% 154
2021
Q1 		$1.02M Buy
+59,295
New +$1.17M 0.12% 154

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 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
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
RCM
Riverwood Capital Management Menlo Park, California $43.2M AUM 24% 1-Year Est. Return

B. Riley Wealth Management's SOFI Position: Q2 2022 in Review

B. Riley Wealth Management increased its SoFi Technologies (SOFI) stake by 27% in Q2 2022, buying an estimated $132K and bringing the position to 91,283 shares worth $481. The position accounts for ﹤0.01% of the portfolio, ranked #420.

B. Riley Wealth Management first reported a position in SOFI in Q1 2021 and has held it in 6 quarters since. The position peaked at $1.68M in Q3 2021. 468 funds tracked by Wall St. Rank hold SOFI as of Q2 2022.

  • B. Riley Wealth Management held 91,283 shares of SoFi Technologies worth $481 as of Q2 2022.
  • B. Riley Wealth Management bought 19,583 SoFi Technologies shares in Q2 2022, an estimated $132K.
  • SoFi Technologies made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #420 holding.
  • B. Riley Wealth Management first reported a position in SoFi Technologies in Q1 2021 and has held it in 6 quarters since.
  • B. Riley Wealth Management's SoFi Technologies position peaked at $1.68M in Q3 2021.
  • 468 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.