LJI Wealth Management’s SoFi Technologies SOFI Stock Holding History

LJI 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
2023 Q3	–	Sell	-15,780	Closed	-$132K	–	186
2023 Q2	$132K	Buy	15,780 +1,010	+7%	+$6.58K	0.04%	157
2023 Q1	$89.7K	Buy	+14,770	New	+$89.6K	0.03%	153

Other funds holding SOFI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LJI Wealth Management's SOFI Position: Q3 2023 in Review

LJI Wealth Management sold out of SoFi Technologies (SOFI) in Q3 2023, closing a stake of 15,780 shares — an estimated $132K sold.

LJI Wealth Management first reported a position in SOFI in Q1 2023 and held it in 2 quarters. The position peaked at $132K in Q2 2023. 513 funds tracked by Wall St. Rank hold SOFI as of Q3 2023.

LJI Wealth Management reported no remaining SoFi Technologies position as of Q3 2023 after selling out during the quarter.
LJI Wealth Management sold 15,780 SoFi Technologies shares in Q3 2023, an estimated $132K.
LJI Wealth Management first reported a position in SoFi Technologies in Q1 2023 and held it in 2 quarters.
LJI Wealth Management's SoFi Technologies position peaked at $132K in Q2 2023.
513 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2023.

Based on LJI Wealth Management's 13F filing for Q3 2023, filed 2 Feb 2024.