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Joseph P. Lucia & Associates’s SoFi Technologies SOFI Stock Holding History

Joseph P. Lucia & Associates’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
2021
Q2 		– Sell
-1,000
Closed -$17K – 619
2021
Q1 		$17K Buy
+1,000
New +$19.7K 0.01% 309

Other funds holding SOFI

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 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
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
GC
GPI Capital New York $287M AUM 42.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
IVMX
Institutional Venture Management XIV Menlo Park, California $67.7M AUM 8.12% 1-Year Est. Return
AGFVA
Accel Growth Fund V Associates Palo Alto, California $81.7M AUM 29.05% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Joseph P. Lucia & Associates's SOFI Position: Q2 2021 in Review

Joseph P. Lucia & Associates sold out of SoFi Technologies (SOFI) in Q2 2021, closing a stake of 1,000 shares — an estimated $17K sold.

Joseph P. Lucia & Associates first reported a position in SOFI in Q1 2021 and held it in 1 quarter. The position peaked at $17K in Q1 2021. 234 funds tracked by Wall St. Rank hold SOFI as of Q2 2021.

  • Joseph P. Lucia & Associates reported no remaining SoFi Technologies position as of Q2 2021 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 1,000 SoFi Technologies shares in Q2 2021, an estimated $17K.
  • Joseph P. Lucia & Associates first reported a position in SoFi Technologies in Q1 2021 and held it in 1 quarter.
  • Joseph P. Lucia & Associates's SoFi Technologies position peaked at $17K in Q1 2021.
  • 234 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2021.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2021, filed 27 Jul 2021.