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Fortitude Advisory Group’s SoFi Technologies SOFI Stock Holding History

Fortitude Advisory Group’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
-394
Closed -$4K – 1111
2022
Q1 		$4K Buy
394
+94
+31% +$1.08K ﹤0.01% 1221
2021
Q4 		$5K Buy
+300
New +$5.51K ﹤0.01% 1195

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

Fortitude Advisory Group's SOFI Position: Q2 2022 in Review

Fortitude Advisory Group sold out of SoFi Technologies (SOFI) in Q2 2022, closing a stake of 394 shares — an estimated $4K sold.

Fortitude Advisory Group first reported a position in SOFI in Q4 2021 and held it in 2 quarters. The position peaked at $5K in Q4 2021. 467 funds tracked by Wall St. Rank hold SOFI as of Q2 2022.

  • Fortitude Advisory Group reported no remaining SoFi Technologies position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 394 SoFi Technologies shares in Q2 2022, an estimated $4K.
  • Fortitude Advisory Group first reported a position in SoFi Technologies in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's SoFi Technologies position peaked at $5K in Q4 2021.
  • 467 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.