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FinTrust Capital Advisors’s SoFi Technologies SOFI Stock Holding History

FinTrust Capital 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
2022
Q2 		– Sell
-4,650
Closed -$44K – 1302
2022
Q1 		$44K Buy
4,650
+1,500
+48% +$17.2K 0.01% 596
2021
Q4 		$50K Buy
3,150
+2,150
+215% +$39.5K 0.01% 551
2021
Q3 		$16K Buy
+1,000
New +$15.7K ﹤0.01% 796

Other funds holding SOFI

SoftBank Group
SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return
Vanguard Group
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 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
DIV
DCM International VI Menlo Park, California $114M AUM 73.96% 1-Year Est. Return
Morgan Stanley
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

FinTrust Capital Advisors's SOFI Position: Q2 2022 in Review

FinTrust Capital Advisors sold out of SoFi Technologies (SOFI) in Q2 2022, closing a stake of 4,650 shares — an estimated $44K sold.

FinTrust Capital Advisors first reported a position in SOFI in Q3 2021 and held it in 3 quarters. The position peaked at $50K in Q4 2021. 467 funds tracked by Wall St. Rank hold SOFI as of Q2 2022.

  • FinTrust Capital Advisors reported no remaining SoFi Technologies position as of Q2 2022 after selling out during the quarter.
  • FinTrust Capital Advisors sold 4,650 SoFi Technologies shares in Q2 2022, an estimated $44K.
  • FinTrust Capital Advisors first reported a position in SoFi Technologies in Q3 2021 and held it in 3 quarters.
  • FinTrust Capital Advisors's SoFi Technologies position peaked at $50K in Q4 2021.
  • 467 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2022.

Based on FinTrust Capital Advisors's 13F filing for Q2 2022, filed 26 Jul 2022.