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BerganKDV Wealth Management’s SoFi Technologies SOFI Stock Holding History

BerganKDV 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
Q2 		$759 Hold
91
– – ﹤0.01% 779
2023
Q1 		$553 Hold
91
– – ﹤0.01% 960
2022
Q4 		$420 Buy
91
+24
+36% +$119 ﹤0.01% 963
2022
Q3 		$0 Buy
+67
New +$424 ﹤0.01% 1061

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

BerganKDV Wealth Management's SOFI Position: Q2 2023 in Review

BerganKDV Wealth Management held its SoFi Technologies (SOFI) position steady in Q2 2023 at 91 shares worth $759. The position accounts for ﹤0.01% of the portfolio, ranked #779.

BerganKDV Wealth Management first reported a position in SOFI in Q3 2022 and has held it in 4 quarters since. 517 funds tracked by Wall St. Rank hold SOFI as of Q2 2023.

  • BerganKDV Wealth Management held 91 shares of SoFi Technologies worth $759 as of Q2 2023.
  • BerganKDV Wealth Management left its SoFi Technologies share count unchanged in Q2 2023.
  • SoFi Technologies made up ﹤0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #779 holding.
  • BerganKDV Wealth Management first reported a position in SoFi Technologies in Q3 2022 and has held it in 4 quarters since.
  • 517 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.