Emerald Advisors’s SoFi Technologies SOFI Stock Holding History

Emerald 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
2021 Q3	–	Sell	-10,000	Closed	-$192K	–	101
2021 Q2	$192K	Buy	+10,000	New	+$185K	0.06%	93

Other funds holding SOFI

SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

AGFVA

Accel Growth Fund V Associates Palo Alto, California $81.7M AUM 29.05% 1-Year Est. Return

Emerald Advisors's SOFI Position: Q3 2021 in Review

Emerald Advisors sold out of SoFi Technologies (SOFI) in Q3 2021, closing a stake of 10,000 shares — an estimated $192K sold.

Emerald Advisors first reported a position in SOFI in Q2 2021 and held it in 1 quarter. The position peaked at $192K in Q2 2021. 307 funds tracked by Wall St. Rank hold SOFI as of Q3 2021.

Emerald Advisors reported no remaining SoFi Technologies position as of Q3 2021 after selling out during the quarter.
Emerald Advisors sold 10,000 SoFi Technologies shares in Q3 2021, an estimated $192K.
Emerald Advisors first reported a position in SoFi Technologies in Q2 2021 and held it in 1 quarter.
Emerald Advisors's SoFi Technologies position peaked at $192K in Q2 2021.
307 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2021.

Based on Emerald Advisors's 13F filing for Q3 2021, filed 2 Nov 2021.