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Clearview Wealth Advisors’s SoFi Technologies SOFI Stock Holding History

Clearview Wealth Advisors’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
2023
Q2 		– Sell
-100
Closed -$652 – 728
2023
Q1 		$607 Buy
100
+80
+400% +$485 ﹤0.01% 608
2022
Q4 		$92 Buy
+20
New +$99 ﹤0.01% 609

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
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Clearview Wealth Advisors's SOFI Position: Q2 2023 in Review

Clearview Wealth Advisors sold out of SoFi Technologies (SOFI) in Q2 2023, closing a stake of 100 shares — an estimated $652 sold.

Clearview Wealth Advisors first reported a position in SOFI in Q4 2022 and held it in 2 quarters. The position peaked at $607 in Q1 2023. 517 funds tracked by Wall St. Rank hold SOFI as of Q2 2023.

  • Clearview Wealth Advisors reported no remaining SoFi Technologies position as of Q2 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 100 SoFi Technologies shares in Q2 2023, an estimated $652.
  • Clearview Wealth Advisors first reported a position in SoFi Technologies in Q4 2022 and held it in 2 quarters.
  • Clearview Wealth Advisors's SoFi Technologies position peaked at $607 in Q1 2023.
  • 517 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2023.

Based on Clearview Wealth Advisors's 13F filing for Q2 2023, filed 7 Aug 2023.