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Carroll Financial Associates’s SoFi Technologies SOFI Stock Holding History

Carroll Financial Associates’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
2021
Q4 		$199K Hold
12,964
– – 0.01% 391
2021
Q3 		$205K Buy
12,964
+11,964
+1,196% +$188K 0.01% 385
2021
Q2 		$19K Buy
+1,000
New +$18.5K ﹤0.01% 1111

Other funds holding SOFI

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DIV
DCM International VI Menlo Park, California $114M AUM 73.96% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GC
GPI Capital New York $287M AUM 42.76% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Carroll Financial Associates's SOFI Position: Q4 2021 in Review

Carroll Financial Associates held its SoFi Technologies (SOFI) position steady in Q4 2021 at 12,964 shares worth $199K. The position accounts for 0.01% of the portfolio, ranked #391.

Carroll Financial Associates first reported a position in SOFI in Q2 2021 and has held it in 3 quarters since. The position peaked at $205K in Q3 2021. 446 funds tracked by Wall St. Rank hold SOFI as of Q4 2021.

  • Carroll Financial Associates held 12,964 shares of SoFi Technologies worth $199K as of Q4 2021.
  • Carroll Financial Associates left its SoFi Technologies share count unchanged in Q4 2021.
  • SoFi Technologies made up 0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #391 holding.
  • Carroll Financial Associates first reported a position in SoFi Technologies in Q2 2021 and has held it in 3 quarters since.
  • Carroll Financial Associates's SoFi Technologies position peaked at $205K in Q3 2021.
  • 446 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.