Benedetti & Gucer’s SoFi Technologies SOFI Stock Holding History

Benedetti & Gucer’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 Q1	–	Sell	-21,533	Closed	-$99K	–	155
2022 Q4	$99K	Buy	+21,533	New	+$107K	0.07%	94
2022 Q3	–	Sell	-21,533	Closed	-$114K	–	98
2022 Q2	$114K	Hold	21,533	–	–	0.08%	92
2022 Q1	$203K	Buy	21,533 +1,768	+9%	+$20.3K	0.14%	99
2021 Q4	$312K	Buy	+19,765	New	+$363K	0.21%	67

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 $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

GPI Capital New York $287M AUM 42.76% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Benedetti & Gucer's SOFI Position: Q1 2023 in Review

Benedetti & Gucer sold out of SoFi Technologies (SOFI) in Q1 2023, closing a stake of 21,533 shares — an estimated $99K sold.

Benedetti & Gucer first reported a position in SOFI in Q4 2021 and held it in 4 quarters. The position peaked at $312K in Q4 2021. 531 funds tracked by Wall St. Rank hold SOFI as of Q1 2023.

Benedetti & Gucer reported no remaining SoFi Technologies position as of Q1 2023 after selling out during the quarter.
Benedetti & Gucer sold 21,533 SoFi Technologies shares in Q1 2023, an estimated $99K.
Benedetti & Gucer first reported a position in SoFi Technologies in Q4 2021 and held it in 4 quarters.
Benedetti & Gucer's SoFi Technologies position peaked at $312K in Q4 2021.
531 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2023.

Based on Benedetti & Gucer's 13F filing for Q1 2023, filed 27 Apr 2023.