HNWAG
SOFI icon

High Net Worth Advisory Group’s SoFi Technologies SOFI Stock Holding History

High Net Worth Advisory Group’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
Q1 		– Sell
-5,500
Closed -$87K – 723
2021
Q4 		$87K Buy
+5,500
New +$101K 0.03% 279

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
RCM
Riverwood Capital Management Menlo Park, California $43.2M AUM 24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
GC
GPI Capital New York $287M AUM 42.76% 1-Year Est. Return

High Net Worth Advisory Group's SOFI Position: Q1 2022 in Review

High Net Worth Advisory Group sold out of SoFi Technologies (SOFI) in Q1 2022, closing a stake of 5,500 shares — an estimated $87K sold.

High Net Worth Advisory Group first reported a position in SOFI in Q4 2021 and held it in 1 quarter. The position peaked at $87K in Q4 2021. 442 funds tracked by Wall St. Rank hold SOFI as of Q1 2022.

  • High Net Worth Advisory Group reported no remaining SoFi Technologies position as of Q1 2022 after selling out during the quarter.
  • High Net Worth Advisory Group sold 5,500 SoFi Technologies shares in Q1 2022, an estimated $87K.
  • High Net Worth Advisory Group first reported a position in SoFi Technologies in Q4 2021 and held it in 1 quarter.
  • High Net Worth Advisory Group's SoFi Technologies position peaked at $87K in Q4 2021.
  • 442 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2022.

Based on High Net Worth Advisory Group's 13F filing for Q1 2022, filed 13 May 2022.