Bollard Group’s SoFi Technologies SOFI Stock Holding History

Bollard Group’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 Q1	–	Sell	-200	Closed	-$3K	–	448
2021 Q4	$3K	Buy	+200	New	+$3.67K	﹤0.01%	429

Other funds holding SOFI

SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SLG

Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

RCM

Riverwood Capital Management Menlo Park, California $43.2M AUM 24% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Bollard Group's SOFI Position: Q1 2022 in Review

Bollard Group sold out of SoFi Technologies (SOFI) in Q1 2022, closing a stake of 200 shares — an estimated $3K sold.

Bollard Group first reported a position in SOFI in Q4 2021 and held it in 1 quarter. The position peaked at $3K in Q4 2021. 442 funds tracked by Wall St. Rank hold SOFI as of Q1 2022.

Bollard Group reported no remaining SoFi Technologies position as of Q1 2022 after selling out during the quarter.
Bollard Group sold 200 SoFi Technologies shares in Q1 2022, an estimated $3K.
Bollard Group first reported a position in SoFi Technologies in Q4 2021 and held it in 1 quarter.
Bollard Group's SoFi Technologies position peaked at $3K in Q4 2021.
442 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2022.

Based on Bollard Group's 13F filing for Q1 2022, filed 12 May 2022.