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Money Concepts Capital’s SoFi Technologies SOFI Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-5,211
Closed -$24K – 2538
2022
Q4 		$24K Buy
5,211
+4,782
+1,115% +$23.7K ﹤0.01% 1583
2022
Q3 		$2K Buy
+429
New +$2.71K ﹤0.01% 1411
2022
Q2 		– Sell
-1,005
Closed -$9K – 2472
2022
Q1 		$9K Buy
+1,005
New +$11.5K ﹤0.01% 2004

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
GC
GPI Capital New York $287M AUM 42.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Money Concepts Capital's SOFI Position: Q1 2023 in Review

Money Concepts Capital sold out of SoFi Technologies (SOFI) in Q1 2023, closing a stake of 5,211 shares — an estimated $24K sold.

Money Concepts Capital first reported a position in SOFI in Q1 2022 and held it in 3 quarters. The position peaked at $24K in Q4 2022. 531 funds tracked by Wall St. Rank hold SOFI as of Q1 2023.

  • Money Concepts Capital reported no remaining SoFi Technologies position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 5,211 SoFi Technologies shares in Q1 2023, an estimated $24K.
  • Money Concepts Capital first reported a position in SoFi Technologies in Q1 2022 and held it in 3 quarters.
  • Money Concepts Capital's SoFi Technologies position peaked at $24K in Q4 2022.
  • 531 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.