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Biltmore Capital Advisors’s SoFi Technologies SOFI Stock Holding History

Biltmore Capital 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
2021
Q4 		$478K Buy
+30,210
New +$554K 0.08% 89

Other funds holding SOFI

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DIV
DCM International VI Menlo Park, California $114M AUM 73.96% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GC
GPI Capital New York $287M AUM 42.76% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Biltmore Capital Advisors's SOFI Position: Q4 2021 in Review

Biltmore Capital Advisors opened a new position in SoFi Technologies (SOFI) in Q4 2021: 30,210 shares worth $478K. The stake represents 0.08% of the portfolio and ranks #89 among its holdings.

446 funds tracked by Wall St. Rank hold SOFI as of Q4 2021.

  • Biltmore Capital Advisors held 30,210 shares of SoFi Technologies worth $478K as of Q4 2021.
  • SoFi Technologies was a new Biltmore Capital Advisors position in Q4 2021.
  • SoFi Technologies made up 0.08% of Biltmore Capital Advisors's portfolio in Q4 2021, its #89 holding.
  • 446 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2021.

Based on Biltmore Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.