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Castle Wealth Management’s SoFi Technologies SOFI Stock Holding History

Castle Wealth 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
2022
Q4 		– Sell
-382
Closed -$2K – 556
2022
Q3 		$2K Buy
382
+100
+35% +$633 ﹤0.01% 594
2022
Q2 		$1K Buy
+282
New +$1.91K ﹤0.01% 643

Other funds holding SOFI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
GC
GPI Capital New York $287M AUM 42.76% 1-Year Est. Return

Castle Wealth Management's SOFI Position: Q4 2022 in Review

Castle Wealth Management sold out of SoFi Technologies (SOFI) in Q4 2022, closing a stake of 382 shares — an estimated $2K sold.

Castle Wealth Management first reported a position in SOFI in Q2 2022 and held it in 2 quarters. The position peaked at $2K in Q3 2022. 512 funds tracked by Wall St. Rank hold SOFI as of Q4 2022.

  • Castle Wealth Management reported no remaining SoFi Technologies position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 382 SoFi Technologies shares in Q4 2022, an estimated $2K.
  • Castle Wealth Management first reported a position in SoFi Technologies in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's SoFi Technologies position peaked at $2K in Q3 2022.
  • 512 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.