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Emerald Advisers’s SoFi Technologies SOFI Stock Holding History

Emerald Advisers’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
-13,400
Closed -$61.8K – 248
2022
Q4 		$61.8K Buy
13,400
+7,600
+131% +$37.7K ﹤0.01% 213
2022
Q3 		$28K Hold
5,800
– – ﹤0.01% 233
2022
Q2 		$31K Buy
+5,800
New +$39.2K ﹤0.01% 236

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
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

Emerald Advisers's SOFI Position: Q1 2023 in Review

Emerald Advisers sold out of SoFi Technologies (SOFI) in Q1 2023, closing a stake of 13,400 shares — an estimated $61.8K sold.

Emerald Advisers first reported a position in SOFI in Q2 2022 and held it in 3 quarters. The position peaked at $61.8K in Q4 2022. 531 funds tracked by Wall St. Rank hold SOFI as of Q1 2023.

  • Emerald Advisers reported no remaining SoFi Technologies position as of Q1 2023 after selling out during the quarter.
  • Emerald Advisers sold 13,400 SoFi Technologies shares in Q1 2023, an estimated $61.8K.
  • Emerald Advisers first reported a position in SoFi Technologies in Q2 2022 and held it in 3 quarters.
  • Emerald Advisers's SoFi Technologies position peaked at $61.8K in Q4 2022.
  • 531 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2023.

Based on Emerald Advisers's 13F filing for Q1 2023, filed 4 May 2023.