Joel Isaacson & Co’s SoFi Technologies SOFI Stock Holding History

Joel Isaacson & 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 Q3	–	Sell	-183,789	Closed	-$1.53M	–	320
2023 Q2	$1.53M	Hold	183,789	–	–	0.1%	92
2023 Q1	$1.12M	Hold	183,789	–	–	0.08%	108
2022 Q4	$847K	Hold	183,789	–	–	0.07%	128
2022 Q3	$897K	Hold	183,789	–	–	0.08%	113
2022 Q2	$969K	Hold	183,789	–	–	0.08%	104
2022 Q1	$1.31M	Hold	183,789	–	–	0.1%	93
2021 Q4	$2.91M	Buy	183,789 +80,356	+78%	+$1.47M	0.2%	53
2021 Q3	$1.64M	Buy	+103,433	New	+$1.62M	0.12%	81

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 $3.37T AUM 44.26% 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

Joel Isaacson & Co's SOFI Position: Q3 2023 in Review

Joel Isaacson & Co sold out of SoFi Technologies (SOFI) in Q3 2023, closing a stake of 183,789 shares — an estimated $1.53M sold.

Joel Isaacson & Co first reported a position in SOFI in Q3 2021 and held it in 8 quarters. The position peaked at $2.91M in Q4 2021. 513 funds tracked by Wall St. Rank hold SOFI as of Q3 2023.

Joel Isaacson & Co reported no remaining SoFi Technologies position as of Q3 2023 after selling out during the quarter.
Joel Isaacson & Co sold 183,789 SoFi Technologies shares in Q3 2023, an estimated $1.53M.
Joel Isaacson & Co first reported a position in SoFi Technologies in Q3 2021 and held it in 8 quarters.
Joel Isaacson & Co's SoFi Technologies position peaked at $2.91M in Q4 2021.
513 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2023.

Based on Joel Isaacson & Co's 13F filing for Q3 2023, filed 24 Oct 2023.