Financial Architects (New Jersey)’s SoFi Technologies SOFI Stock Holding History

Financial Architects (New Jersey)’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 Q2	–	Sell	-130,200	Closed	-$1.23M	–	248
2022 Q1	$1.23M	Buy	130,200 +75,200	+137%	+$864K	0.18%	128
2021 Q4	$870K	Hold	55,000	–	–	0.12%	161
2021 Q3	$873K	Hold	55,000	–	–	0.13%	147
2021 Q2	$1.05M	Hold	55,000	–	–	0.15%	133
2021 Q1	$943K	Buy	+55,000	New	+$1.09M	0.15%	132

Other funds holding SOFI

SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return

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

SLG

Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

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

DIV

DCM International VI Menlo Park, California $114M AUM 73.96% 1-Year Est. Return

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

RCM

Riverwood Capital Management Menlo Park, California $43.2M AUM 24% 1-Year Est. Return

Financial Architects (New Jersey)'s SOFI Position: Q2 2022 in Review

Financial Architects (New Jersey) sold out of SoFi Technologies (SOFI) in Q2 2022, closing a stake of 130,200 shares — an estimated $1.23M sold.

Financial Architects (New Jersey) first reported a position in SOFI in Q1 2021 and held it in 5 quarters. The position peaked at $1.23M in Q1 2022. 467 funds tracked by Wall St. Rank hold SOFI as of Q2 2022.

Financial Architects (New Jersey) reported no remaining SoFi Technologies position as of Q2 2022 after selling out during the quarter.
Financial Architects (New Jersey) sold 130,200 SoFi Technologies shares in Q2 2022, an estimated $1.23M.
Financial Architects (New Jersey) first reported a position in SoFi Technologies in Q1 2021 and held it in 5 quarters.
Financial Architects (New Jersey)'s SoFi Technologies position peaked at $1.23M in Q1 2022.
467 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2022.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2022, filed 11 Aug 2022.