Gofen & Glossberg’s SoFi Technologies SOFI Stock Holding History

Gofen & Glossberg’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	$60K	Hold	13,000	–	–	﹤0.01%	552
2022 Q3	$63K	Hold	13,000	–	–	﹤0.01%	530
2022 Q2	$69K	Hold	13,000	–	–	﹤0.01%	532
2022 Q1	$123K	Hold	13,000	–	–	﹤0.01%	571
2021 Q4	$206K	Sell	13,000 -75	-0.6%	-$1.38K	﹤0.01%	555
2021 Q3	$208K	Buy	+13,075	New	+$205K	﹤0.01%	550

Other funds holding SOFI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

GPI Capital New York $287M AUM 42.76% 1-Year Est. Return

Gofen & Glossberg's SOFI Position: Q4 2022 in Review

Gofen & Glossberg held its SoFi Technologies (SOFI) position steady in Q4 2022 at 13,000 shares worth $60K. The position accounts for ﹤0.01% of the portfolio, ranked #552.

Gofen & Glossberg first reported a position in SOFI in Q3 2021 and has held it in 6 quarters since. The position peaked at $208K in Q3 2021. 512 funds tracked by Wall St. Rank hold SOFI as of Q4 2022.

Gofen & Glossberg held 13,000 shares of SoFi Technologies worth $60K as of Q4 2022.
Gofen & Glossberg left its SoFi Technologies share count unchanged in Q4 2022.
SoFi Technologies made up ﹤0.01% of Gofen & Glossberg's portfolio in Q4 2022, its #552 holding.
Gofen & Glossberg first reported a position in SoFi Technologies in Q3 2021 and has held it in 6 quarters since.
Gofen & Glossberg's SoFi Technologies position peaked at $208K in Q3 2021.
512 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2022.

Based on Gofen & Glossberg's 13F filing for Q4 2022, filed 13 Jan 2023.