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Freedom Wealth Alliance’s SoFi Technologies SOFI Stock Holding History

Freedom Wealth Alliance’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
2023
Q3 		$177K Buy
22,167
+6,900
+45% +$60.7K 0.29% 39
2023
Q2 		$140K Buy
+15,267
New +$99.5K 0.2% 62
2023
Q1 		– Sell
-4,767
Closed -$22K – 391
2022
Q4 		$22K Buy
+4,767
New +$23.6K 0.03% 188

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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Freedom Wealth Alliance's SOFI Position: Q3 2023 in Review

Freedom Wealth Alliance increased its SoFi Technologies (SOFI) stake by 45% in Q3 2023, buying an estimated $60.7K and bringing the position to 22,167 shares worth $177K. The position accounts for 0.29% of the portfolio, ranked #39.

Freedom Wealth Alliance first reported a position in SOFI in Q4 2022 and has held it in 3 quarters since. 513 funds tracked by Wall St. Rank hold SOFI as of Q3 2023.

  • Freedom Wealth Alliance held 22,167 shares of SoFi Technologies worth $177K as of Q3 2023.
  • Freedom Wealth Alliance bought 6,900 SoFi Technologies shares in Q3 2023, an estimated $60.7K.
  • SoFi Technologies made up 0.29% of Freedom Wealth Alliance's portfolio in Q3 2023, its #39 holding.
  • Freedom Wealth Alliance first reported a position in SoFi Technologies in Q4 2022 and has held it in 3 quarters since.
  • 513 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2023.

Based on Freedom Wealth Alliance's 13F filing for Q3 2023, filed 30 Oct 2023.