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Liberty Wealth Management’s SoFi Technologies SOFI Stock Holding History

Liberty 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
2021
Q4 		– Sell
-1,542
Closed -$24K – 959
2021
Q3 		$24K Buy
+1,542
New +$24.2K 0.01% 603

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GC
GPI Capital New York $287M AUM 42.76% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Liberty Wealth Management's SOFI Position: Q4 2021 in Review

Liberty Wealth Management sold out of SoFi Technologies (SOFI) in Q4 2021, closing a stake of 1,542 shares — an estimated $24K sold.

Liberty Wealth Management first reported a position in SOFI in Q3 2021 and held it in 1 quarter. The position peaked at $24K in Q3 2021. 446 funds tracked by Wall St. Rank hold SOFI as of Q4 2021.

  • Liberty Wealth Management reported no remaining SoFi Technologies position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 1,542 SoFi Technologies shares in Q4 2021, an estimated $24K.
  • Liberty Wealth Management first reported a position in SoFi Technologies in Q3 2021 and held it in 1 quarter.
  • Liberty Wealth Management's SoFi Technologies position peaked at $24K in Q3 2021.
  • 446 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.