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CWA Asset Management Group’s SoFi Technologies SOFI Stock Holding History

CWA Asset Management Group’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
Q1 		– Sell
-19,257
Closed -$88.8K – 354
2022
Q4 		$88.8K Sell
19,257
-123,037
-86% -$610K 0.01% 309
2022
Q3 		$694K Sell
142,294
-30,116
-17% -$191K 0.07% 142
2022
Q2 		$909K Buy
172,410
+1,186
+0.7% +$8.02K 0.09% 126
2022
Q1 		$1.62M Sell
171,224
-1,749
-1% -$20.1K 0.12% 107
2021
Q4 		$2.73M Buy
+172,973
New +$3.17M 0.2% 96

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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
GC
GPI Capital New York $287M AUM 42.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

CWA Asset Management Group's SOFI Position: Q1 2023 in Review

CWA Asset Management Group sold out of SoFi Technologies (SOFI) in Q1 2023, closing a stake of 19,257 shares — an estimated $88.8K sold.

CWA Asset Management Group first reported a position in SOFI in Q4 2021 and held it in 5 quarters. The position peaked at $2.73M in Q4 2021. 531 funds tracked by Wall St. Rank hold SOFI as of Q1 2023.

  • CWA Asset Management Group reported no remaining SoFi Technologies position as of Q1 2023 after selling out during the quarter.
  • CWA Asset Management Group sold 19,257 SoFi Technologies shares in Q1 2023, an estimated $88.8K.
  • CWA Asset Management Group first reported a position in SoFi Technologies in Q4 2021 and held it in 5 quarters.
  • CWA Asset Management Group's SoFi Technologies position peaked at $2.73M in Q4 2021.
  • 531 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2023.

Based on CWA Asset Management Group's 13F filing for Q1 2023, filed 17 Apr 2023.