PFG Private Wealth Management’s SoFi Technologies SOFI Stock Holding History

PFG Private Wealth 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 Q4	–	Sell	-1,250	Closed	-$9.99K	–	291
2023 Q3	$9.99K	Buy	+1,250	New	+$11K	0.01%	191
2023 Q2	–	Sell	-1,250	Closed	-$7.59K	–	293
2023 Q1	$7.59K	Hold	1,250	–	–	﹤0.01%	217
2022 Q4	$6K	Hold	1,250	–	–	﹤0.01%	214
2022 Q3	$6K	Buy	+1,250	New	+$7.91K	﹤0.01%	208
2022 Q2	–	Sell	-1,250	Closed	-$12K	–	332
2022 Q1	$12K	Buy	+1,250	New	+$14.4K	0.01%	197

Other funds holding SOFI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

PFG Private Wealth Management's SOFI Position: Q4 2023 in Review

PFG Private Wealth Management sold out of SoFi Technologies (SOFI) in Q4 2023, closing a stake of 1,250 shares — an estimated $9.99K sold.

PFG Private Wealth Management first reported a position in SOFI in Q1 2022 and held it in 5 quarters. The position peaked at $12K in Q1 2022. 571 funds tracked by Wall St. Rank hold SOFI as of Q4 2023.

PFG Private Wealth Management reported no remaining SoFi Technologies position as of Q4 2023 after selling out during the quarter.
PFG Private Wealth Management sold 1,250 SoFi Technologies shares in Q4 2023, an estimated $9.99K.
PFG Private Wealth Management first reported a position in SoFi Technologies in Q1 2022 and held it in 5 quarters.
PFG Private Wealth Management's SoFi Technologies position peaked at $12K in Q1 2022.
571 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2023.

Based on PFG Private Wealth Management's 13F filing for Q4 2023, filed 22 Jan 2024.