Horan Securities’s SoFi Technologies SOFI Stock Holding History

Horan Securities’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 Q3	–	Sell	-1,100	Closed	-$9.17K	–	571
2023 Q2	$9.17K	Hold	1,100	–	–	﹤0.01%	407
2023 Q1	$6.68K	Hold	1,100	–	–	﹤0.01%	435
2022 Q4	$5.07K	Buy	1,100 +1,000	+1,000%	+$4.96K	﹤0.01%	446
2022 Q3	$0	Hold	100	–	–	﹤0.01%	772
2022 Q2	$1K	Hold	100	–	–	﹤0.01%	645
2022 Q1	$1K	Buy	+100	New	+$1.15K	﹤0.01%	496

Other funds holding SOFI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SLG

Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Horan Securities's SOFI Position: Q3 2023 in Review

Horan Securities sold out of SoFi Technologies (SOFI) in Q3 2023, closing a stake of 1,100 shares — an estimated $9.17K sold.

Horan Securities first reported a position in SOFI in Q1 2022 and held it in 6 quarters. The position peaked at $9.17K in Q2 2023. 513 funds tracked by Wall St. Rank hold SOFI as of Q3 2023.

Horan Securities reported no remaining SoFi Technologies position as of Q3 2023 after selling out during the quarter.
Horan Securities sold 1,100 SoFi Technologies shares in Q3 2023, an estimated $9.17K.
Horan Securities first reported a position in SoFi Technologies in Q1 2022 and held it in 6 quarters.
Horan Securities's SoFi Technologies position peaked at $9.17K in Q2 2023.
513 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2023.

Based on Horan Securities's 13F filing for Q3 2023, filed 1 Nov 2023.