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Dixon Hughes Goodman Wealth Advisors’s SoFi Technologies SOFI Stock Holding History

Dixon Hughes Goodman 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
2022
Q1 		$9K Buy
1,000
+400
+67% +$4.59K ﹤0.01% 538
2021
Q4 		$9K Buy
+600
New +$11K ﹤0.01% 470

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
SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
RCM
Riverwood Capital Management Menlo Park, California $43.2M AUM 24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DIV
DCM International VI Menlo Park, California $114M AUM 73.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GC
GPI Capital New York $287M AUM 42.76% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's SOFI Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors increased its SoFi Technologies (SOFI) stake by 67% in Q1 2022, buying an estimated $4.59K and bringing the position to 1,000 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #538.

Dixon Hughes Goodman Wealth Advisors first reported a position in SOFI in Q4 2021 and has held it in 2 quarters since. 442 funds tracked by Wall St. Rank hold SOFI as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 1,000 shares of SoFi Technologies worth $9K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors bought 400 SoFi Technologies shares in Q1 2022, an estimated $4.59K.
  • SoFi Technologies made up ﹤0.01% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #538 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in SoFi Technologies in Q4 2021 and has held it in 2 quarters since.
  • 442 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.