Iron Gate Global Advisors’s SoFi Technologies SOFI Stock Holding History

Iron Gate Global 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
2023 Q3	–	Sell	-37,279	Closed	-$311K	–	96
2023 Q2	$311K	Hold	37,279	–	–	0.07%	70
2023 Q1	$227K	Hold	37,279	–	–	0.06%	75
2022 Q4	$172K	Hold	37,279	–	–	0.05%	84
2022 Q3	$182K	Hold	37,279	–	–	0.05%	78
2022 Q2	$196K	Hold	37,279	–	–	0.05%	85
2022 Q1	$353K	Buy	37,279 +16,601	+80%	+$191K	0.08%	67
2021 Q4	$309K	Buy	+20,678	New	+$380K	0.07%	85

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 $3.38T AUM 44.17% 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

Iron Gate Global Advisors's SOFI Position: Q3 2023 in Review

Iron Gate Global Advisors sold out of SoFi Technologies (SOFI) in Q3 2023, closing a stake of 37,279 shares — an estimated $311K sold.

Iron Gate Global Advisors first reported a position in SOFI in Q4 2021 and held it in 7 quarters. The position peaked at $353K in Q1 2022. 513 funds tracked by Wall St. Rank hold SOFI as of Q3 2023.

Iron Gate Global Advisors reported no remaining SoFi Technologies position as of Q3 2023 after selling out during the quarter.
Iron Gate Global Advisors sold 37,279 SoFi Technologies shares in Q3 2023, an estimated $311K.
Iron Gate Global Advisors first reported a position in SoFi Technologies in Q4 2021 and held it in 7 quarters.
Iron Gate Global Advisors's SoFi Technologies position peaked at $353K in Q1 2022.
513 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2023.

Based on Iron Gate Global Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.