Hibernia Wealth Partners’s SoFi Technologies SOFI Stock Holding History

Hibernia Wealth Partners’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
2023 Q4	–	Sell	-20	Closed	-$160	–	289
2023 Q3	$160	Buy	+20	New	+$176	﹤0.01%	342

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Hibernia Wealth Partners's SOFI Position: Q4 2023 in Review

Hibernia Wealth Partners sold out of SoFi Technologies (SOFI) in Q4 2023, closing a stake of 20 shares — an estimated $160 sold.

Hibernia Wealth Partners first reported a position in SOFI in Q3 2023 and held it in 1 quarter. The position peaked at $160 in Q3 2023. 571 funds tracked by Wall St. Rank hold SOFI as of Q4 2023.

Hibernia Wealth Partners reported no remaining SoFi Technologies position as of Q4 2023 after selling out during the quarter.
Hibernia Wealth Partners sold 20 SoFi Technologies shares in Q4 2023, an estimated $160.
Hibernia Wealth Partners first reported a position in SoFi Technologies in Q3 2023 and held it in 1 quarter.
Hibernia Wealth Partners's SoFi Technologies position peaked at $160 in Q3 2023.
571 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2023.

Based on Hibernia Wealth Partners's 13F filing for Q4 2023, filed 19 Jan 2024.