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Burleson & Co’s SoFi Technologies SOFI Stock Holding History

Burleson & Co’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 		– Sell
-24
Closed – – 451
2022
Q3 		$0 Hold
24
– – ﹤0.01% 482
2022
Q2 		$0 Hold
24
– – ﹤0.01% 507
2022
Q1 		$0 Sell
24
-30
-56% -$345 ﹤0.01% 452
2021
Q4 		$1K Hold
54
– – ﹤0.01% 342
2021
Q3 		$1K Buy
54
+24
+80% +$376 ﹤0.01% 336
2021
Q2 		$1K Hold
30
– – ﹤0.01% 347
2021
Q1 		$1K Buy
+30
New +$592 ﹤0.01% 348

Other funds holding SOFI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
GC
GPI Capital New York $287M AUM 42.76% 1-Year Est. Return

Burleson & Co's SOFI Position: Q4 2022 in Review

Burleson & Co sold out of SoFi Technologies (SOFI) in Q4 2022, closing a stake of 24 shares.

Burleson & Co first reported a position in SOFI in Q1 2021 and held it in 7 quarters. The position peaked at $1K in Q4 2021. 512 funds tracked by Wall St. Rank hold SOFI as of Q4 2022.

  • Burleson & Co reported no remaining SoFi Technologies position as of Q4 2022 after selling out during the quarter.
  • Burleson & Co sold 24 SoFi Technologies shares in Q4 2022.
  • Burleson & Co first reported a position in SoFi Technologies in Q1 2021 and held it in 7 quarters.
  • Burleson & Co's SoFi Technologies position peaked at $1K in Q4 2021.
  • 512 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.