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Evoke Wealth’s SoFi Technologies SOFI Stock Holding History

Evoke Wealth’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
-3,908
Closed -$19K – 1030
2022
Q3 		$19K Buy
3,908
+408
+12% +$2.58K ﹤0.01% 650
2022
Q2 		$18K Hold
3,500
– – ﹤0.01% 670
2022
Q1 		$33K Hold
3,500
– – ﹤0.01% 576
2021
Q4 		$55K Hold
3,500
– – ﹤0.01% 517
2021
Q3 		$55K Buy
+3,500
New +$54.9K ﹤0.01% 498

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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
GC
GPI Capital New York $287M AUM 42.76% 1-Year Est. Return

Evoke Wealth's SOFI Position: Q4 2022 in Review

Evoke Wealth sold out of SoFi Technologies (SOFI) in Q4 2022, closing a stake of 3,908 shares — an estimated $19K sold.

Evoke Wealth first reported a position in SOFI in Q3 2021 and held it in 5 quarters. The position peaked at $55K in Q4 2021. 512 funds tracked by Wall St. Rank hold SOFI as of Q4 2022.

  • Evoke Wealth reported no remaining SoFi Technologies position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 3,908 SoFi Technologies shares in Q4 2022, an estimated $19K.
  • Evoke Wealth first reported a position in SoFi Technologies in Q3 2021 and held it in 5 quarters.
  • Evoke Wealth's SoFi Technologies position peaked at $55K in Q4 2021.
  • 512 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.