J. Goldman & Co’s SoFi Technologies SOFI Stock Holding History

J. Goldman & Co’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	-644,386	Closed	-$5.15M	–	470
2023 Q3	$5.15M	Buy	+644,386	New	+$5.67M	0.18%	132
2023 Q2	–	Sell	-1,561,955	Closed	-$9.48M	–	485
2023 Q1	$9.48M	Buy	1,561,955 +1,356,493	+660%	+$8.23M	0.38%	82
2022 Q4	$947K	Sell	205,462 -1,904,632	-90%	-$9.45M	0.05%	228
2022 Q3	$10.3M	Buy	+2,110,094	New	+$13.4M	0.49%	63
2022 Q1	–	Sell	-12,022	Closed	-$138K	–	444
2021 Q4	$190K	Buy	+12,022	New	+$221K	0.01%	311
2021 Q1	–	Sell	-212,603	Closed	-$2.65M	–	520
2020 Q4	$2.65M	Buy	+212,603	New	+$2.4M	0.13%	165

Other funds holding SOFI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

J. Goldman & Co's SOFI Position: Q4 2023 in Review

J. Goldman & Co sold out of SoFi Technologies (SOFI) in Q4 2023, closing a stake of 644,386 shares — an estimated $5.15M sold.

J. Goldman & Co first reported a position in SOFI in Q4 2020 and held it in 6 quarters. The position peaked at $10.3M in Q3 2022. 571 funds tracked by Wall St. Rank hold SOFI as of Q4 2023.

J. Goldman & Co reported no remaining SoFi Technologies position as of Q4 2023 after selling out during the quarter.
J. Goldman & Co sold 644,386 SoFi Technologies shares in Q4 2023, an estimated $5.15M.
J. Goldman & Co first reported a position in SoFi Technologies in Q4 2020 and held it in 6 quarters.
J. Goldman & Co's SoFi Technologies position peaked at $10.3M in Q3 2022.
571 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2023.

Based on J. Goldman & Co's 13F filing for Q4 2023, filed 14 Feb 2024.