Evermay Wealth Management’s SoFi Technologies SOFI Stock Holding History

Evermay Wealth 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
2023 Q3	–	Sell	-600	Closed	-$5K	–	578
2023 Q2	$5K	Hold	600	–	–	﹤0.01%	463
2023 Q1	$3.64K	Hold	600	–	–	﹤0.01%	466
2022 Q4	$2.77K	Hold	600	–	–	﹤0.01%	483
2022 Q3	$3K	Hold	600	–	–	﹤0.01%	469
2022 Q2	$3K	Hold	600	–	–	﹤0.01%	465
2022 Q1	$6K	Sell	600 -775	-56%	-$8.9K	﹤0.01%	447
2021 Q4	$22K	Buy	+1,375	New	+$25.2K	﹤0.01%	350

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Evermay Wealth Management's SOFI Position: Q3 2023 in Review

Evermay Wealth Management sold out of SoFi Technologies (SOFI) in Q3 2023, closing a stake of 600 shares — an estimated $5K sold.

Evermay Wealth Management first reported a position in SOFI in Q4 2021 and held it in 7 quarters. The position peaked at $22K in Q4 2021. 513 funds tracked by Wall St. Rank hold SOFI as of Q3 2023.

Evermay Wealth Management reported no remaining SoFi Technologies position as of Q3 2023 after selling out during the quarter.
Evermay Wealth Management sold 600 SoFi Technologies shares in Q3 2023, an estimated $5K.
Evermay Wealth Management first reported a position in SoFi Technologies in Q4 2021 and held it in 7 quarters.
Evermay Wealth Management's SoFi Technologies position peaked at $22K in Q4 2021.
513 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2023.

Based on Evermay Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.