Bartlett & Co’s SoFi Technologies SOFI Stock Holding History

Bartlett & Co’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	-44,775	Closed	-$236K	–	1249
2022 Q2	$236K	Buy	+44,775	New	+$303K	﹤0.01%	350

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 $4.58B AUM 24.86% 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 $48.6B AUM 94.27% 1-Year Est. Return

RCM

Riverwood Capital Management Menlo Park, California $43.2M AUM 24% 1-Year Est. Return

Bartlett & Co's SOFI Position: Q3 2022 in Review

Bartlett & Co sold out of SoFi Technologies (SOFI) in Q3 2022, closing a stake of 44,775 shares — an estimated $236K sold.

Bartlett & Co first reported a position in SOFI in Q2 2022 and held it in 1 quarter. The position peaked at $236K in Q2 2022. 492 funds tracked by Wall St. Rank hold SOFI as of Q3 2022.

Bartlett & Co reported no remaining SoFi Technologies position as of Q3 2022 after selling out during the quarter.
Bartlett & Co sold 44,775 SoFi Technologies shares in Q3 2022, an estimated $236K.
Bartlett & Co first reported a position in SoFi Technologies in Q2 2022 and held it in 1 quarter.
Bartlett & Co's SoFi Technologies position peaked at $236K in Q2 2022.
492 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2022.

Based on Bartlett & Co's 13F filing for Q3 2022, filed 17 Oct 2022.