Plante Moran Financial Advisors’s SoFi Technologies SOFI Stock Holding History

Plante Moran Financial Advisors’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	-4,503	Closed	-$37.6K	–	851
2023 Q2	$37.6K	Hold	4,503	–	–	﹤0.01%	341
2023 Q1	$27.3K	Hold	4,503	–	–	﹤0.01%	388
2022 Q4	$20.8K	Buy	4,503 +1,952	+77%	+$9.68K	﹤0.01%	450
2022 Q3	$12K	Hold	2,551	–	–	﹤0.01%	558
2022 Q2	$13K	Buy	+2,551	New	+$17.2K	﹤0.01%	557
2022 Q1	–	Sell	-105	Closed	-$2K	–	989
2021 Q4	$2K	Buy	+105	New	+$1.93K	﹤0.01%	926

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

Two Sigma Investments New York $138B AUM 41.87% 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 Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

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

Plante Moran Financial Advisors's SOFI Position: Q3 2023 in Review

Plante Moran Financial Advisors sold out of SoFi Technologies (SOFI) in Q3 2023, closing a stake of 4,503 shares — an estimated $37.6K sold.

Plante Moran Financial Advisors first reported a position in SOFI in Q4 2021 and held it in 6 quarters. The position peaked at $37.6K in Q2 2023. 513 funds tracked by Wall St. Rank hold SOFI as of Q3 2023.

Plante Moran Financial Advisors reported no remaining SoFi Technologies position as of Q3 2023 after selling out during the quarter.
Plante Moran Financial Advisors sold 4,503 SoFi Technologies shares in Q3 2023, an estimated $37.6K.
Plante Moran Financial Advisors first reported a position in SoFi Technologies in Q4 2021 and held it in 6 quarters.
Plante Moran Financial Advisors's SoFi Technologies position peaked at $37.6K in Q2 2023.
513 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2023.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2023, filed 7 Nov 2023.