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HC Financial Advisors’s SoFi Technologies SOFI Stock Holding History

HC Financial 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 		$4K Buy
+800
New +$5.41K ﹤0.01% 294

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 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
DIV
DCM International VI Menlo Park, California $114M AUM 73.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Riverwood Capital Management Menlo Park, California $43.2M AUM 24% 1-Year Est. Return

HC Financial Advisors's SOFI Position: Q2 2022 in Review

HC Financial Advisors opened a new position in SoFi Technologies (SOFI) in Q2 2022: 800 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #294 among its holdings.

468 funds tracked by Wall St. Rank hold SOFI as of Q2 2022.

  • HC Financial Advisors held 800 shares of SoFi Technologies worth $4K as of Q2 2022.
  • SoFi Technologies was a new HC Financial Advisors position in Q2 2022.
  • SoFi Technologies made up ﹤0.01% of HC Financial Advisors's portfolio in Q2 2022, its #294 holding.
  • 468 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.