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Mine & Arao Wealth Creation & Management’s SoFi Technologies SOFI Stock Holding History

Mine & Arao Wealth Creation & 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
Q1 		– Sell
-1,520
Closed -$24K – 324
2021
Q4 		$24K Sell
1,520
-440
-22% -$8.08K 0.01% 196
2021
Q3 		$32K Buy
1,960
+560
+40% +$8.78K 0.02% 174
2021
Q2 		$27K Buy
+1,400
New +$26K 0.02% 182

Other funds holding SOFI

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
RCM
Riverwood Capital Management Menlo Park, California $43.2M AUM 24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DIV
DCM International VI Menlo Park, California $114M AUM 73.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
GC
GPI Capital New York $287M AUM 42.76% 1-Year Est. Return

Mine & Arao Wealth Creation & Management's SOFI Position: Q1 2022 in Review

Mine & Arao Wealth Creation & Management sold out of SoFi Technologies (SOFI) in Q1 2022, closing a stake of 1,520 shares — an estimated $24K sold.

Mine & Arao Wealth Creation & Management first reported a position in SOFI in Q2 2021 and held it in 3 quarters. The position peaked at $32K in Q3 2021. 442 funds tracked by Wall St. Rank hold SOFI as of Q1 2022.

  • Mine & Arao Wealth Creation & Management reported no remaining SoFi Technologies position as of Q1 2022 after selling out during the quarter.
  • Mine & Arao Wealth Creation & Management sold 1,520 SoFi Technologies shares in Q1 2022, an estimated $24K.
  • Mine & Arao Wealth Creation & Management first reported a position in SoFi Technologies in Q2 2021 and held it in 3 quarters.
  • Mine & Arao Wealth Creation & Management's SoFi Technologies position peaked at $32K in Q3 2021.
  • 442 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2022.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q1 2022, filed 13 May 2022.