BDO Wealth Advisors’s SoFi Technologies SOFI Stock Holding History

BDO 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
2023 Q2	$4.17K	Hold	500	–	–	﹤0.01%	791
2023 Q1	$3.04K	Hold	500	–	–	﹤0.01%	861
2022 Q4	$2.31K	Sell	500 -500	-50%	-$2.48K	﹤0.01%	859
2022 Q3	$5K	Hold	1,000	–	–	﹤0.01%	821
2022 Q2	$5K	Hold	1,000	–	–	﹤0.01%	787
2022 Q1	$9K	Buy	+1,000	New	+$11.5K	﹤0.01%	755

Other funds holding SOFI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

BDO Wealth Advisors's SOFI Position: Q2 2023 in Review

BDO Wealth Advisors held its SoFi Technologies (SOFI) position steady in Q2 2023 at 500 shares worth $4.17K. The position accounts for ﹤0.01% of the portfolio, ranked #791.

BDO Wealth Advisors first reported a position in SOFI in Q1 2022 and has held it in 6 quarters since. The position peaked at $9K in Q1 2022. 517 funds tracked by Wall St. Rank hold SOFI as of Q2 2023.

BDO Wealth Advisors held 500 shares of SoFi Technologies worth $4.17K as of Q2 2023.
BDO Wealth Advisors left its SoFi Technologies share count unchanged in Q2 2023.
SoFi Technologies made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #791 holding.
BDO Wealth Advisors first reported a position in SoFi Technologies in Q1 2022 and has held it in 6 quarters since.
BDO Wealth Advisors's SoFi Technologies position peaked at $9K in Q1 2022.
517 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.