Lowe Wealth Advisors’s SoFi Technologies SOFI Stock Holding History

Lowe Wealth Advisors’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	-100	Closed	-$834	–	352
2023 Q2	$834	Hold	100	–	–	﹤0.01%	319
2023 Q1	$607	Hold	100	–	–	﹤0.01%	326
2022 Q4	$461	Hold	100	–	–	﹤0.01%	336
2022 Q3	$0	Hold	100	–	–	﹤0.01%	352
2022 Q2	$1K	Hold	100	–	–	﹤0.01%	305
2022 Q1	$1K	Hold	100	–	–	﹤0.01%	315
2021 Q4	$2K	Buy	+100	New	+$1.83K	﹤0.01%	275

Other funds holding SOFI

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

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 New York $138B AUM 41.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Lowe Wealth Advisors's SOFI Position: Q3 2023 in Review

Lowe Wealth Advisors sold out of SoFi Technologies (SOFI) in Q3 2023, closing a stake of 100 shares — an estimated $834 sold.

Lowe Wealth Advisors first reported a position in SOFI in Q4 2021 and held it in 7 quarters. The position peaked at $2K in Q4 2021. 513 funds tracked by Wall St. Rank hold SOFI as of Q3 2023.

Lowe Wealth Advisors reported no remaining SoFi Technologies position as of Q3 2023 after selling out during the quarter.
Lowe Wealth Advisors sold 100 SoFi Technologies shares in Q3 2023, an estimated $834.
Lowe Wealth Advisors first reported a position in SoFi Technologies in Q4 2021 and held it in 7 quarters.
Lowe Wealth Advisors's SoFi Technologies position peaked at $2K in Q4 2021.
513 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2023.

Based on Lowe Wealth Advisors's 13F filing for Q3 2023, filed 23 Oct 2023.