McAlister Sweet & Associates’s SoFi Technologies SOFI Stock Holding History

McAlister Sweet & Associates’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	-12,900	Closed	-$108K	–	40
2023 Q2	$108K	Sell	12,900 -2,800	-18%	-$18.3K	0.09%	37
2023 Q1	$95.3K	Buy	+15,700	New	+$95.2K	0.1%	29
2022 Q3	–	Sell	-11,700	Closed	-$62K	–	36
2022 Q2	$62K	Hold	11,700	–	–	0.06%	35
2022 Q1	$111K	Buy	+11,700	New	+$134K	0.12%	30

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 $3.38T AUM 44.17% 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

McAlister Sweet & Associates's SOFI Position: Q3 2023 in Review

McAlister Sweet & Associates sold out of SoFi Technologies (SOFI) in Q3 2023, closing a stake of 12,900 shares — an estimated $108K sold.

McAlister Sweet & Associates first reported a position in SOFI in Q1 2022 and held it in 4 quarters. The position peaked at $111K in Q1 2022. 513 funds tracked by Wall St. Rank hold SOFI as of Q3 2023.

McAlister Sweet & Associates reported no remaining SoFi Technologies position as of Q3 2023 after selling out during the quarter.
McAlister Sweet & Associates sold 12,900 SoFi Technologies shares in Q3 2023, an estimated $108K.
McAlister Sweet & Associates first reported a position in SoFi Technologies in Q1 2022 and held it in 4 quarters.
McAlister Sweet & Associates's SoFi Technologies position peaked at $111K in Q1 2022.
513 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2023.

Based on McAlister Sweet & Associates's 13F filing for Q3 2023, filed 3 Oct 2023.