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Paragon Wealth Strategies’s SoFi Technologies SOFI Stock Holding History

Paragon Wealth Strategies’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
-96
Closed -$443 – 202
2022
Q4 		$443 Hold
96
– – ﹤0.01% 235
2022
Q3 		$0 Buy
+96
New +$607 ﹤0.01% 186

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

Paragon Wealth Strategies's SOFI Position: Q1 2023 in Review

Paragon Wealth Strategies sold out of SoFi Technologies (SOFI) in Q1 2023, closing a stake of 96 shares — an estimated $443 sold.

Paragon Wealth Strategies first reported a position in SOFI in Q3 2022 and held it in 2 quarters. The position peaked at $443 in Q4 2022. 531 funds tracked by Wall St. Rank hold SOFI as of Q1 2023.

  • Paragon Wealth Strategies reported no remaining SoFi Technologies position as of Q1 2023 after selling out during the quarter.
  • Paragon Wealth Strategies sold 96 SoFi Technologies shares in Q1 2023, an estimated $443.
  • Paragon Wealth Strategies first reported a position in SoFi Technologies in Q3 2022 and held it in 2 quarters.
  • Paragon Wealth Strategies's SoFi Technologies position peaked at $443 in Q4 2022.
  • 531 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2023.

Based on Paragon Wealth Strategies's 13F filing for Q1 2023, filed 26 Apr 2023.