Bourgeon Capital Management’s SoFi Technologies SOFI Stock Holding History

Bourgeon Capital 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
2024 Q1	–	Sell	-757	Closed	-$7.53K	–	337
2023 Q4	$7.53K	Hold	757	–	–	﹤0.01%	253
2023 Q3	$6.05K	Hold	757	–	–	﹤0.01%	251
2023 Q2	$6.31K	Hold	757	–	–	﹤0.01%	269
2023 Q1	$4.59K	Hold	757	–	–	﹤0.01%	261
2022 Q4	$3.49K	Buy	+757	New	+$3.75K	﹤0.01%	291

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

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Bourgeon Capital Management's SOFI Position: Q1 2024 in Review

Bourgeon Capital Management sold out of SoFi Technologies (SOFI) in Q1 2024, closing a stake of 757 shares — an estimated $7.53K sold.

Bourgeon Capital Management first reported a position in SOFI in Q4 2022 and held it in 5 quarters. The position peaked at $7.53K in Q4 2023. 603 funds tracked by Wall St. Rank hold SOFI as of Q1 2024.

Bourgeon Capital Management reported no remaining SoFi Technologies position as of Q1 2024 after selling out during the quarter.
Bourgeon Capital Management sold 757 SoFi Technologies shares in Q1 2024, an estimated $7.53K.
Bourgeon Capital Management first reported a position in SoFi Technologies in Q4 2022 and held it in 5 quarters.
Bourgeon Capital Management's SoFi Technologies position peaked at $7.53K in Q4 2023.
603 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2024.

Based on Bourgeon Capital Management's 13F filing for Q1 2024, filed 19 Apr 2024.