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Gerber Kawasaki Wealth & Investment Management’s SoFi Technologies SOFI Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2022
Q4 		– Sell
-13,798
Closed -$67K – 274
2022
Q3 		$67K Sell
13,798
-1,009
-7% -$6.38K 0.01% 228
2022
Q2 		$78K Buy
+14,807
New +$100K 0.01% 239
2021
Q4 		– Sell
-2,060
Closed -$32K – 975
2021
Q3 		$32K Buy
+2,060
New +$32.3K ﹤0.01% 389

Other funds holding SOFI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
GC
GPI Capital New York $287M AUM 42.76% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's SOFI Position: Q4 2022 in Review

Gerber Kawasaki Wealth & Investment Management sold out of SoFi Technologies (SOFI) in Q4 2022, closing a stake of 13,798 shares — an estimated $67K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in SOFI in Q3 2021 and held it in 3 quarters. The position peaked at $78K in Q2 2022. 512 funds tracked by Wall St. Rank hold SOFI as of Q4 2022.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining SoFi Technologies position as of Q4 2022 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 13,798 SoFi Technologies shares in Q4 2022, an estimated $67K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in SoFi Technologies in Q3 2021 and held it in 3 quarters.
  • Gerber Kawasaki Wealth & Investment Management's SoFi Technologies position peaked at $78K in Q2 2022.
  • 512 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2022.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2022, filed 8 Feb 2023.