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Mariner Independent Advisor Network’s SoFi Technologies SOFI Stock Holding History

Mariner Independent Advisor Network’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 		$2M Buy
408,997
+207,919
+103% +$1.32M 0.09% 236
2022
Q2 		$1.26M Buy
201,078
+102,276
+104% +$691K 0.05% 327
2022
Q1 		$929K Buy
98,802
+64,529
+188% +$741K 0.04% 365
2021
Q4 		$537K Sell
34,273
-2,919
-8% -$53.6K 0.03% 388
2021
Q3 		$591K Buy
37,192
+4,625
+14% +$72.5K 0.03% 380
2021
Q2 		$624K Buy
32,567
+3,227
+11% +$59.8K 0.03% 399
2021
Q1 		$503K Buy
+29,340
New +$579K 0.03% 363

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

Mariner Independent Advisor Network's SOFI Position: Q3 2022 in Review

Mariner Independent Advisor Network increased its SoFi Technologies (SOFI) stake by 103% in Q3 2022, buying an estimated $1.32M and bringing the position to 408,997 shares worth $2M. The position accounts for 0.09% of the portfolio, ranked #236.

Mariner Independent Advisor Network first reported a position in SOFI in Q1 2021 and has held it in 7 quarters since. 492 funds tracked by Wall St. Rank hold SOFI as of Q3 2022.

  • Mariner Independent Advisor Network held 408,997 shares of SoFi Technologies worth $2M as of Q3 2022.
  • Mariner Independent Advisor Network bought 207,919 SoFi Technologies shares in Q3 2022, an estimated $1.32M.
  • SoFi Technologies made up 0.09% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #236 holding.
  • Mariner Independent Advisor Network first reported a position in SoFi Technologies in Q1 2021 and has held it in 7 quarters since.
  • 492 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.