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Baystate Wealth Management’s SoFi Technologies SOFI Stock Holding History

Baystate 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
2023
Q4 		$4.97K Buy
+500
New +$3.97K ﹤0.01% 888
2023
Q2 		– Sell
-634
Closed -$3.85K – 1088
2023
Q1 		$3.85K Buy
+634
New +$3.85K ﹤0.01% 728

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Baystate Wealth Management's SOFI Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in SoFi Technologies (SOFI) in Q4 2023: 500 shares worth $4.97K. The stake represents ﹤0.01% of the portfolio and ranks #888 among its holdings. This is a return to the name: Baystate Wealth Management previously reported a position in SOFI as recently as Q1 2023.

Baystate Wealth Management first reported a position in SOFI in Q1 2023 and has held it in 2 quarters since. 571 funds tracked by Wall St. Rank hold SOFI as of Q4 2023.

  • Baystate Wealth Management held 500 shares of SoFi Technologies worth $4.97K as of Q4 2023.
  • SoFi Technologies was a new Baystate Wealth Management position in Q4 2023.
  • SoFi Technologies made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #888 holding.
  • Baystate Wealth Management first reported a position in SoFi Technologies in Q1 2023 and has held it in 2 quarters since.
  • 571 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.