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Boenning & Scattergood’s SoFi Technologies SOFI Stock Holding History

Boenning & Scattergood’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
2022
Q4 		$124K Buy
+13,150
New +$65.2K 0.02% 388
2022
Q2 		– Sell
-13,150
Closed -$124K – 401
2022
Q1 		$124K Buy
+13,150
New +$151K 0.02% 388

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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
GC
GPI Capital New York $287M AUM 42.76% 1-Year Est. Return

Boenning & Scattergood's SOFI Position: Q4 2022 in Review

Boenning & Scattergood opened a new position in SoFi Technologies (SOFI) in Q4 2022: 13,150 shares worth $124K. The stake represents 0.02% of the portfolio and ranks #388 among its holdings. This is a return to the name: Boenning & Scattergood previously reported a position in SOFI as recently as Q1 2022.

Boenning & Scattergood first reported a position in SOFI in Q1 2022 and has held it in 2 quarters since. 512 funds tracked by Wall St. Rank hold SOFI as of Q4 2022.

  • Boenning & Scattergood held 13,150 shares of SoFi Technologies worth $124K as of Q4 2022.
  • SoFi Technologies was a new Boenning & Scattergood position in Q4 2022.
  • SoFi Technologies made up 0.02% of Boenning & Scattergood's portfolio in Q4 2022, its #388 holding.
  • Boenning & Scattergood first reported a position in SoFi Technologies in Q1 2022 and has held it in 2 quarters since.
  • 512 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2022.

Based on Boenning & Scattergood's 13F filing for Q4 2022, filed 26 Jan 2023.