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FourThought Financial’s SoFi Technologies SOFI Stock Holding History

FourThought Financial’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
Q3 		$2K Hold
392
– – ﹤0.01% 1357
2022
Q2 		$2K Sell
392
-5
-1% -$34 ﹤0.01% 1362
2022
Q1 		$4K Buy
397
+52
+15% +$597 ﹤0.01% 1256
2021
Q4 		$5K Buy
345
+235
+214% +$4.31K ﹤0.01% 1228
2021
Q3 		$1K Buy
+110
New +$1.72K ﹤0.01% 1502

Other funds holding SOFI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
DIV
DCM International VI Menlo Park, California $114M AUM 73.96% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
RCM
Riverwood Capital Management Menlo Park, California $43.2M AUM 24% 1-Year Est. Return

FourThought Financial's SOFI Position: Q3 2022 in Review

FourThought Financial held its SoFi Technologies (SOFI) position steady in Q3 2022 at 392 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1357.

FourThought Financial first reported a position in SOFI in Q3 2021 and has held it in 5 quarters since. The position peaked at $5K in Q4 2021. 492 funds tracked by Wall St. Rank hold SOFI as of Q3 2022.

  • FourThought Financial held 392 shares of SoFi Technologies worth $2K as of Q3 2022.
  • FourThought Financial left its SoFi Technologies share count unchanged in Q3 2022.
  • SoFi Technologies made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #1357 holding.
  • FourThought Financial first reported a position in SoFi Technologies in Q3 2021 and has held it in 5 quarters since.
  • FourThought Financial's SoFi Technologies position peaked at $5K in Q4 2021.
  • 492 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.