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Moisand Fitzgerald Tamayo’s SoFi Technologies SOFI Stock Holding History

Moisand Fitzgerald Tamayo’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 		– Sell
-76
Closed – – 858
2022
Q2 		$0 Sell
76
-77
-50% -$520 ﹤0.01% 672
2022
Q1 		$1K Buy
+153
New +$1.76K ﹤0.01% 489

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 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 $48.6B AUM 94.27% 1-Year Est. Return
RCM
Riverwood Capital Management Menlo Park, California $43.2M AUM 24% 1-Year Est. Return

Moisand Fitzgerald Tamayo's SOFI Position: Q3 2022 in Review

Moisand Fitzgerald Tamayo sold out of SoFi Technologies (SOFI) in Q3 2022, closing a stake of 76 shares.

Moisand Fitzgerald Tamayo first reported a position in SOFI in Q1 2022 and held it in 2 quarters. The position peaked at $1K in Q1 2022. 492 funds tracked by Wall St. Rank hold SOFI as of Q3 2022.

  • Moisand Fitzgerald Tamayo reported no remaining SoFi Technologies position as of Q3 2022 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 76 SoFi Technologies shares in Q3 2022.
  • Moisand Fitzgerald Tamayo first reported a position in SoFi Technologies in Q1 2022 and held it in 2 quarters.
  • Moisand Fitzgerald Tamayo's SoFi Technologies position peaked at $1K in Q1 2022.
  • 492 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2022.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q3 2022, filed 26 Oct 2022.