NCM
SOFI icon

Northside Capital Management’s SoFi Technologies SOFI Stock Holding History

Northside Capital 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
Q2 		– Sell
-11,493
Closed -$69.8K – 118
2023
Q1 		$69.8K Hold
11,493
– – 0.02% 98
2022
Q4 		$53K Hold
11,493
– – 0.02% 99
2022
Q3 		$56K Buy
+11,493
New +$72.7K 0.02% 84

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
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Northside Capital Management's SOFI Position: Q2 2023 in Review

Northside Capital Management sold out of SoFi Technologies (SOFI) in Q2 2023, closing a stake of 11,493 shares — an estimated $69.8K sold.

Northside Capital Management first reported a position in SOFI in Q3 2022 and held it in 3 quarters. The position peaked at $69.8K in Q1 2023. 517 funds tracked by Wall St. Rank hold SOFI as of Q2 2023.

  • Northside Capital Management reported no remaining SoFi Technologies position as of Q2 2023 after selling out during the quarter.
  • Northside Capital Management sold 11,493 SoFi Technologies shares in Q2 2023, an estimated $69.8K.
  • Northside Capital Management first reported a position in SoFi Technologies in Q3 2022 and held it in 3 quarters.
  • Northside Capital Management's SoFi Technologies position peaked at $69.8K in Q1 2023.
  • 517 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2023.

Based on Northside Capital Management's 13F filing for Q2 2023, filed 19 Jul 2023.