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Keystone Financial Group (Kentucky)’s SoFi Technologies SOFI Stock Holding History

Keystone Financial Group (Kentucky)’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
-23,120
Closed -$193K – 315
2023
Q2 		$193K Buy
+23,120
New +$151K 0.03% 287
2022
Q4 		$107K Buy
23,120
+265
+1% +$1.31K 0.02% 278
2022
Q3 		$112K Buy
22,855
+1,070
+5% +$6.77K 0.02% 277
2022
Q2 		$115K Buy
+21,785
New +$147K 0.02% 284

Other funds holding SOFI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s SOFI Position: Q3 2023 in Review

Keystone Financial Group (Kentucky) sold out of SoFi Technologies (SOFI) in Q3 2023, closing a stake of 23,120 shares — an estimated $193K sold.

Keystone Financial Group (Kentucky) first reported a position in SOFI in Q2 2022 and held it in 4 quarters. The position peaked at $193K in Q2 2023. 513 funds tracked by Wall St. Rank hold SOFI as of Q3 2023.

  • Keystone Financial Group (Kentucky) reported no remaining SoFi Technologies position as of Q3 2023 after selling out during the quarter.
  • Keystone Financial Group (Kentucky) sold 23,120 SoFi Technologies shares in Q3 2023, an estimated $193K.
  • Keystone Financial Group (Kentucky) first reported a position in SoFi Technologies in Q2 2022 and held it in 4 quarters.
  • Keystone Financial Group (Kentucky)'s SoFi Technologies position peaked at $193K in Q2 2023.
  • 513 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2023.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q3 2023, filed 6 Nov 2023.