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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
2024
Q2 		– Sell
-112,500
Closed -$821K – 577
2024
Q1 		$821K Buy
+112,500
New +$894K 0.03% 288
2022
Q2 		– Sell
-22,500
Closed -$213K – 459
2022
Q1 		$213K Buy
+22,500
New +$258K 0.01% 319

Other funds holding SOFI

BlackRock
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
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Qube Research & Technologies (QRT)
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.