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North Fourth Asset Management’s SoFi Technologies SOFI Stock Holding History

North Fourth Asset 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
2023
Q3 		– Sell
-110,000
Closed -$917K – 92
2023
Q2 		$917K Buy
+110,000
New +$717K 0.32% 64

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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

North Fourth Asset Management's SOFI Position: Q3 2023 in Review

North Fourth Asset Management sold out of SoFi Technologies (SOFI) in Q3 2023, closing a stake of 110,000 shares — an estimated $917K sold.

North Fourth Asset Management first reported a position in SOFI in Q2 2023 and held it in 1 quarter. The position peaked at $917K in Q2 2023. 513 funds tracked by Wall St. Rank hold SOFI as of Q3 2023.

  • North Fourth Asset Management reported no remaining SoFi Technologies position as of Q3 2023 after selling out during the quarter.
  • North Fourth Asset Management sold 110,000 SoFi Technologies shares in Q3 2023, an estimated $917K.
  • North Fourth Asset Management first reported a position in SoFi Technologies in Q2 2023 and held it in 1 quarter.
  • North Fourth Asset Management's SoFi Technologies position peaked at $917K in Q2 2023.
  • 513 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2023.

Based on North Fourth Asset Management's 13F filing for Q3 2023, filed 14 Nov 2023.