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Piershale Financial Group’s SoFi Technologies SOFI Stock Holding History

Piershale Financial Group’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 		$2.5K Hold
300
– – ﹤0.01% 214
2023
Q1 		$1.82K Hold
300
– – ﹤0.01% 247
2022
Q4 		$1.38K Buy
+300
New +$1.49K ﹤0.01% 264

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 $3.68B AUM 7.22% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Piershale Financial Group's SOFI Position: Q2 2023 in Review

Piershale Financial Group held its SoFi Technologies (SOFI) position steady in Q2 2023 at 300 shares worth $2.5K. The position accounts for ﹤0.01% of the portfolio, ranked #214.

Piershale Financial Group first reported a position in SOFI in Q4 2022 and has held it in 3 quarters since. 517 funds tracked by Wall St. Rank hold SOFI as of Q2 2023.

  • Piershale Financial Group held 300 shares of SoFi Technologies worth $2.5K as of Q2 2023.
  • Piershale Financial Group left its SoFi Technologies share count unchanged in Q2 2023.
  • SoFi Technologies made up ﹤0.01% of Piershale Financial Group's portfolio in Q2 2023, its #214 holding.
  • Piershale Financial Group first reported a position in SoFi Technologies in Q4 2022 and has held it in 3 quarters since.
  • 517 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.