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Claraphi Advisory Network’s SoFi Technologies SOFI Stock Holding History

Claraphi Advisory Network’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
Q3 		– Sell
-19,442
Closed -$102K – 281
2022
Q2 		$102K Sell
19,442
-12,898
-40% -$87.2K 0.04% 264
2022
Q1 		$306K Buy
32,340
+10,550
+48% +$121K 0.09% 199
2021
Q4 		$344K Buy
+21,790
New +$400K 0.12% 192

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
DIV
DCM International VI Menlo Park, California $114M AUM 73.96% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
RCM
Riverwood Capital Management Menlo Park, California $43.2M AUM 24% 1-Year Est. Return

Claraphi Advisory Network's SOFI Position: Q3 2022 in Review

Claraphi Advisory Network sold out of SoFi Technologies (SOFI) in Q3 2022, closing a stake of 19,442 shares — an estimated $102K sold.

Claraphi Advisory Network first reported a position in SOFI in Q4 2021 and held it in 3 quarters. The position peaked at $344K in Q4 2021. 492 funds tracked by Wall St. Rank hold SOFI as of Q3 2022.

  • Claraphi Advisory Network reported no remaining SoFi Technologies position as of Q3 2022 after selling out during the quarter.
  • Claraphi Advisory Network sold 19,442 SoFi Technologies shares in Q3 2022, an estimated $102K.
  • Claraphi Advisory Network first reported a position in SoFi Technologies in Q4 2021 and held it in 3 quarters.
  • Claraphi Advisory Network's SoFi Technologies position peaked at $344K in Q4 2021.
  • 492 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2022.

Based on Claraphi Advisory Network's 13F filing for Q3 2022, filed 15 Nov 2022.