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Merriman Wealth Management’s SoFi Technologies SOFI Stock Holding History

Merriman 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
2022
Q4 		– Sell
-33,000
Closed -$161K – 227
2022
Q3 		$161K Buy
+33,000
New +$209K 0.01% 170

Other funds holding SOFI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
GC
GPI Capital New York $287M AUM 42.76% 1-Year Est. Return

Merriman Wealth Management's SOFI Position: Q4 2022 in Review

Merriman Wealth Management sold out of SoFi Technologies (SOFI) in Q4 2022, closing a stake of 33,000 shares — an estimated $161K sold.

Merriman Wealth Management first reported a position in SOFI in Q3 2022 and held it in 1 quarter. The position peaked at $161K in Q3 2022. 512 funds tracked by Wall St. Rank hold SOFI as of Q4 2022.

  • Merriman Wealth Management reported no remaining SoFi Technologies position as of Q4 2022 after selling out during the quarter.
  • Merriman Wealth Management sold 33,000 SoFi Technologies shares in Q4 2022, an estimated $161K.
  • Merriman Wealth Management first reported a position in SoFi Technologies in Q3 2022 and held it in 1 quarter.
  • Merriman Wealth Management's SoFi Technologies position peaked at $161K in Q3 2022.
  • 512 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2022.

Based on Merriman Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.