Jessup Wealth Management’s SoFi Technologies SOFI Stock Holding History

Jessup 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
2023 Q4	–	Sell	-518,372	Closed	-$4.14M	–	64
2023 Q3	$4.14M	Buy	+518,372	New	+$4.56M	2.39%	20

Other funds holding SOFI

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

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

SLG

Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jessup Wealth Management's SOFI Position: Q4 2023 in Review

Jessup Wealth Management sold out of SoFi Technologies (SOFI) in Q4 2023, closing a stake of 518,372 shares — an estimated $4.14M sold.

Jessup Wealth Management first reported a position in SOFI in Q3 2023 and held it in 1 quarter. The position peaked at $4.14M in Q3 2023. 571 funds tracked by Wall St. Rank hold SOFI as of Q4 2023.

Jessup Wealth Management reported no remaining SoFi Technologies position as of Q4 2023 after selling out during the quarter.
Jessup Wealth Management sold 518,372 SoFi Technologies shares in Q4 2023, an estimated $4.14M.
Jessup Wealth Management first reported a position in SoFi Technologies in Q3 2023 and held it in 1 quarter.
Jessup Wealth Management's SoFi Technologies position peaked at $4.14M in Q3 2023.
571 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2023.

Based on Jessup Wealth Management's 13F filing for Q4 2023, filed 16 Jan 2024.