Caliber Wealth Management (Utah)’s SoFi Technologies SOFI Stock Holding History

Caliber Wealth Management (Utah)’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	$280K	Sell	38,344 -5,507	-13%	-$43.7K	0.15%	56
2023 Q4	$436K	Hold	43,851	–	–	0.26%	51
2023 Q3	$350K	Hold	43,851	–	–	0.24%	51
2023 Q2	$366K	Hold	43,851	–	–	0.25%	51
2023 Q1	$266K	Hold	43,851	–	–	0.2%	54
2022 Q4	$202K	Hold	43,851	–	–	0.15%	85
2022 Q3	$214K	Hold	43,851	–	–	0.17%	63
2022 Q2	$231K	Buy	+43,851	New	+$296K	0.18%	62
2022 Q1	–	Sell	-29,392	Closed	-$388K	–	68
2021 Q4	$388K	Buy	+29,392	New	+$539K	0.27%	60

Other funds holding SOFI

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Caliber Wealth Management (Utah)'s SOFI Position: Q1 2024 in Review

Caliber Wealth Management (Utah) reduced its SoFi Technologies (SOFI) stake by 13% in Q1 2024, selling an estimated $43.7K and leaving 38,344 shares worth $280K. The position accounts for 0.15% of the portfolio, ranked #56.

Caliber Wealth Management (Utah) first reported a position in SOFI in Q4 2021 and has held it in 9 quarters since. The position peaked at $436K in Q4 2023. 602 funds tracked by Wall St. Rank hold SOFI as of Q1 2024.

Caliber Wealth Management (Utah) held 38,344 shares of SoFi Technologies worth $280K as of Q1 2024.
Caliber Wealth Management (Utah) sold 5,507 SoFi Technologies shares in Q1 2024, an estimated $43.7K.
SoFi Technologies made up 0.15% of Caliber Wealth Management (Utah)'s portfolio in Q1 2024, its #56 holding.
Caliber Wealth Management (Utah) first reported a position in SoFi Technologies in Q4 2021 and has held it in 9 quarters since.
Caliber Wealth Management (Utah)'s SoFi Technologies position peaked at $436K in Q4 2023.
602 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2024.

Based on Caliber Wealth Management (Utah)'s 13F filing for Q1 2024, filed 25 Apr 2024.