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Legacy Wealth Planning’s SoFi Technologies SOFI Stock Holding History

Legacy Wealth Planning’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 		$49K Buy
+10,000
New +$63.3K 0.08% 84

Other funds holding SOFI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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 $29.1B AUM 96.54% 1-Year Est. Return
RCM
Riverwood Capital Management Menlo Park, California $43.2M AUM 24% 1-Year Est. Return

Legacy Wealth Planning's SOFI Position: Q3 2022 in Review

Legacy Wealth Planning opened a new position in SoFi Technologies (SOFI) in Q3 2022: 10,000 shares worth $49K. The stake represents 0.08% of the portfolio and ranks #84 among its holdings.

492 funds tracked by Wall St. Rank hold SOFI as of Q3 2022.

  • Legacy Wealth Planning held 10,000 shares of SoFi Technologies worth $49K as of Q3 2022.
  • SoFi Technologies was a new Legacy Wealth Planning position in Q3 2022.
  • SoFi Technologies made up 0.08% of Legacy Wealth Planning's portfolio in Q3 2022, its #84 holding.
  • 492 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2022.

Based on Legacy Wealth Planning's 13F filing for Q3 2022, filed 10 Nov 2022.