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Janiczek Wealth Management’s SoFi Technologies SOFI Stock Holding History

Janiczek Wealth Management’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
-50
Closed -$1K – 1062
2021
Q4 		$1K Hold
50
– – ﹤0.01% 959
2021
Q3 		$1K Hold
50
– – ﹤0.01% 927
2021
Q2 		$1K Buy
+50
New +$927 ﹤0.01% 868

Other funds holding SOFI

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 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 $3.68B AUM 7.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
RCM
Riverwood Capital Management Menlo Park, California $43.2M AUM 24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GC
GPI Capital New York $287M AUM 42.76% 1-Year Est. Return

Janiczek Wealth Management's SOFI Position: Q1 2022 in Review

Janiczek Wealth Management sold out of SoFi Technologies (SOFI) in Q1 2022, closing a stake of 50 shares — an estimated $1K sold.

Janiczek Wealth Management first reported a position in SOFI in Q2 2021 and held it in 3 quarters. The position peaked at $1K in Q4 2021. 442 funds tracked by Wall St. Rank hold SOFI as of Q1 2022.

  • Janiczek Wealth Management reported no remaining SoFi Technologies position as of Q1 2022 after selling out during the quarter.
  • Janiczek Wealth Management sold 50 SoFi Technologies shares in Q1 2022, an estimated $1K.
  • Janiczek Wealth Management first reported a position in SoFi Technologies in Q2 2021 and held it in 3 quarters.
  • Janiczek Wealth Management's SoFi Technologies position peaked at $1K in Q4 2021.
  • 442 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2022.

Based on Janiczek Wealth Management's 13F filing for Q1 2022, filed 5 May 2022.