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Herold Advisors’s SoFi Technologies SOFI Stock Holding History

Herold 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
-3,100
Closed -$29.3K – 596
2022
Q1 		$29.3K Buy
+3,100
New +$35.6K 0.01% 452
2021
Q4 		– Sell
-2,000
Closed -$31K – 573
2021
Q3 		$31K Buy
+2,000
New +$31.3K 0.01% 453

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 $3.37T AUM 44.26% 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

Herold Advisors's SOFI Position: Q2 2022 in Review

Herold Advisors sold out of SoFi Technologies (SOFI) in Q2 2022, closing a stake of 3,100 shares — an estimated $29.3K sold.

Herold Advisors first reported a position in SOFI in Q3 2021 and held it in 2 quarters. The position peaked at $31K in Q3 2021. 467 funds tracked by Wall St. Rank hold SOFI as of Q2 2022.

  • Herold Advisors reported no remaining SoFi Technologies position as of Q2 2022 after selling out during the quarter.
  • Herold Advisors sold 3,100 SoFi Technologies shares in Q2 2022, an estimated $29.3K.
  • Herold Advisors first reported a position in SoFi Technologies in Q3 2021 and held it in 2 quarters.
  • Herold Advisors's SoFi Technologies position peaked at $31K in Q3 2021.
  • 467 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2022.

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