FWA
SOFI icon

FSC Wealth Advisors’s SoFi Technologies SOFI Stock Holding History

FSC Wealth 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
-1,300
Closed -$12K – 220
2022
Q1 		$12K Hold
1,300
– – 0.01% 121
2021
Q4 		$21K Buy
+1,300
New +$23.9K 0.01% 107

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 $3.38T AUM 44.17% 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

FSC Wealth Advisors's SOFI Position: Q2 2022 in Review

FSC Wealth Advisors sold out of SoFi Technologies (SOFI) in Q2 2022, closing a stake of 1,300 shares — an estimated $12K sold.

FSC Wealth Advisors first reported a position in SOFI in Q4 2021 and held it in 2 quarters. The position peaked at $21K in Q4 2021. 467 funds tracked by Wall St. Rank hold SOFI as of Q2 2022.

  • FSC Wealth Advisors reported no remaining SoFi Technologies position as of Q2 2022 after selling out during the quarter.
  • FSC Wealth Advisors sold 1,300 SoFi Technologies shares in Q2 2022, an estimated $12K.
  • FSC Wealth Advisors first reported a position in SoFi Technologies in Q4 2021 and held it in 2 quarters.
  • FSC Wealth Advisors's SoFi Technologies position peaked at $21K in Q4 2021.
  • 467 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2022.

Based on FSC Wealth Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.