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Bellwether Advisors’s SoFi Technologies SOFI Stock Holding History

Bellwether 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 		– Sell
-605
Closed -$3.67K – 381
2023
Q1 		$3.67K Hold
605
– – ﹤0.01% 321
2022
Q4 		$2.79K Hold
605
– – ﹤0.01% 335
2022
Q3 		$2K Hold
605
– – ﹤0.01% 405
2022
Q2 		$3K Hold
605
– – ﹤0.01% 322
2022
Q1 		$5K Buy
+605
New +$6.95K ﹤0.01% 372

Other funds holding SOFI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Bellwether Advisors's SOFI Position: Q2 2023 in Review

Bellwether Advisors sold out of SoFi Technologies (SOFI) in Q2 2023, closing a stake of 605 shares — an estimated $3.67K sold.

Bellwether Advisors first reported a position in SOFI in Q1 2022 and held it in 5 quarters. The position peaked at $5K in Q1 2022. 517 funds tracked by Wall St. Rank hold SOFI as of Q2 2023.

  • Bellwether Advisors reported no remaining SoFi Technologies position as of Q2 2023 after selling out during the quarter.
  • Bellwether Advisors sold 605 SoFi Technologies shares in Q2 2023, an estimated $3.67K.
  • Bellwether Advisors first reported a position in SoFi Technologies in Q1 2022 and held it in 5 quarters.
  • Bellwether Advisors's SoFi Technologies position peaked at $5K in Q1 2022.
  • 517 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2023.

Based on Bellwether Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.