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Journey Strategic Wealth’s SoFi Technologies SOFI Stock Holding History

Journey Strategic Wealth’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
Q3 		– Sell
-12,547
Closed -$66K – 194
2022
Q2 		$66K Buy
+12,547
New +$84.8K 0.01% 120

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BlackRock
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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
DIV
DCM International VI Menlo Park, California $114M AUM 73.96% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
RCM
Riverwood Capital Management Menlo Park, California $43.2M AUM 24% 1-Year Est. Return

Journey Strategic Wealth's SOFI Position: Q3 2022 in Review

Journey Strategic Wealth sold out of SoFi Technologies (SOFI) in Q3 2022, closing a stake of 12,547 shares — an estimated $66K sold.

Journey Strategic Wealth first reported a position in SOFI in Q2 2022 and held it in 1 quarter. The position peaked at $66K in Q2 2022. 492 funds tracked by Wall St. Rank hold SOFI as of Q3 2022.

  • Journey Strategic Wealth reported no remaining SoFi Technologies position as of Q3 2022 after selling out during the quarter.
  • Journey Strategic Wealth sold 12,547 SoFi Technologies shares in Q3 2022, an estimated $66K.
  • Journey Strategic Wealth first reported a position in SoFi Technologies in Q2 2022 and held it in 1 quarter.
  • Journey Strategic Wealth's SoFi Technologies position peaked at $66K in Q2 2022.
  • 492 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2022.

Based on Journey Strategic Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.