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Gemmer Asset Management’s SoFi Technologies SOFI Stock Holding History

Gemmer Asset 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
2021
Q3 		– Sell
-150
Closed -$3K – 1422
2021
Q2 		$3K Buy
+150
New +$2.78K ﹤0.01% 1328

Other funds holding SOFI

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 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 $3.68B AUM 7.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GC
GPI Capital New York $287M AUM 42.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AGFVA
Accel Growth Fund V Associates Palo Alto, California $81.7M AUM 29.05% 1-Year Est. Return

Gemmer Asset Management's SOFI Position: Q3 2021 in Review

Gemmer Asset Management sold out of SoFi Technologies (SOFI) in Q3 2021, closing a stake of 150 shares — an estimated $3K sold.

Gemmer Asset Management first reported a position in SOFI in Q2 2021 and held it in 1 quarter. The position peaked at $3K in Q2 2021. 307 funds tracked by Wall St. Rank hold SOFI as of Q3 2021.

  • Gemmer Asset Management reported no remaining SoFi Technologies position as of Q3 2021 after selling out during the quarter.
  • Gemmer Asset Management sold 150 SoFi Technologies shares in Q3 2021, an estimated $3K.
  • Gemmer Asset Management first reported a position in SoFi Technologies in Q2 2021 and held it in 1 quarter.
  • Gemmer Asset Management's SoFi Technologies position peaked at $3K in Q2 2021.
  • 307 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2021.

Based on Gemmer Asset Management's 13F filing for Q3 2021, filed 19 Oct 2021.