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Foresight Wealth Management’s SoFi Technologies SOFI Stock Holding History

Foresight 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
2022
Q4 		$151K Sell
32,831
-2,214
-6% -$11K 2.17% 15
2022
Q3 		$171K Sell
35,045
-1,800
-5% -$11.4K 0.04% 94
2022
Q2 		$194K Buy
36,845
+24,348
+195% +$165K 0.04% 98
2022
Q1 		$118K Hold
12,497
– – 0.02% 113
2021
Q4 		$198K Buy
+12,497
New +$229K ﹤0.01% 116

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 40.91% 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

Foresight Wealth Management's SOFI Position: Q4 2022 in Review

Foresight Wealth Management reduced its SoFi Technologies (SOFI) stake by 6.3% in Q4 2022, selling an estimated $11K and leaving 32,831 shares worth $151K. The position accounts for 2.17% of the portfolio, ranked #15.

Foresight Wealth Management first reported a position in SOFI in Q4 2021 and has held it in 5 quarters since. The position peaked at $198K in Q4 2021. 512 funds tracked by Wall St. Rank hold SOFI as of Q4 2022.

  • Foresight Wealth Management held 32,831 shares of SoFi Technologies worth $151K as of Q4 2022.
  • Foresight Wealth Management sold 2,214 SoFi Technologies shares in Q4 2022, an estimated $11K.
  • SoFi Technologies made up 2.17% of Foresight Wealth Management's portfolio in Q4 2022, its #15 holding.
  • Foresight Wealth Management first reported a position in SoFi Technologies in Q4 2021 and has held it in 5 quarters since.
  • Foresight Wealth Management's SoFi Technologies position peaked at $198K in Q4 2021.
  • 512 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2022.

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