EFG Asset Management’s SoFi Technologies SOFI Stock Holding History

EFG Asset 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	-94,923	Closed	-$464K	–	178
2022 Q3	$464K	Buy	+94,923	New	+$601K	0.11%	173

Other funds holding SOFI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

GPI Capital New York $287M AUM 42.76% 1-Year Est. Return

EFG Asset Management's SOFI Position: Q4 2022 in Review

EFG Asset Management sold out of SoFi Technologies (SOFI) in Q4 2022, closing a stake of 94,923 shares — an estimated $464K sold.

EFG Asset Management first reported a position in SOFI in Q3 2022 and held it in 1 quarter. The position peaked at $464K in Q3 2022. 512 funds tracked by Wall St. Rank hold SOFI as of Q4 2022.

EFG Asset Management reported no remaining SoFi Technologies position as of Q4 2022 after selling out during the quarter.
EFG Asset Management sold 94,923 SoFi Technologies shares in Q4 2022, an estimated $464K.
EFG Asset Management first reported a position in SoFi Technologies in Q3 2022 and held it in 1 quarter.
EFG Asset Management's SoFi Technologies position peaked at $464K in Q3 2022.
512 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2022.

Based on EFG Asset Management's 13F filing for Q4 2022, filed 3 Feb 2023.