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Laidlaw Wealth Management’s SoFi Technologies SOFI Stock Holding History

Laidlaw 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
2022
Q1 		– Sell
-20,850
Closed -$330K – 423
2021
Q4 		$330K Buy
+20,850
New +$383K 0.05% 290

Other funds holding SOFI

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
RCM
Riverwood Capital Management Menlo Park, California $43.2M AUM 24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DIV
DCM International VI Menlo Park, California $114M AUM 73.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GC
GPI Capital New York $287M AUM 42.76% 1-Year Est. Return

Laidlaw Wealth Management's SOFI Position: Q1 2022 in Review

Laidlaw Wealth Management sold out of SoFi Technologies (SOFI) in Q1 2022, closing a stake of 20,850 shares — an estimated $330K sold.

Laidlaw Wealth Management first reported a position in SOFI in Q4 2021 and held it in 1 quarter. The position peaked at $330K in Q4 2021. 442 funds tracked by Wall St. Rank hold SOFI as of Q1 2022.

  • Laidlaw Wealth Management reported no remaining SoFi Technologies position as of Q1 2022 after selling out during the quarter.
  • Laidlaw Wealth Management sold 20,850 SoFi Technologies shares in Q1 2022, an estimated $330K.
  • Laidlaw Wealth Management first reported a position in SoFi Technologies in Q4 2021 and held it in 1 quarter.
  • Laidlaw Wealth Management's SoFi Technologies position peaked at $330K in Q4 2021.
  • 442 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2022.

Based on Laidlaw Wealth Management's 13F filing for Q1 2022, filed 12 May 2022.