Proficio Capital Partners’s SoFi Technologies SOFI Stock Holding History

Proficio Capital Partners’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	-13,991	Closed	-$65.3K	–	307
2022 Q4	$65.3K	Buy	13,991 +396	+3%	+$1.96K	0.01%	277
2022 Q3	$65K	Buy	13,595 +235	+2%	+$1.49K	0.01%	255
2022 Q2	$70K	Buy	13,360 +411	+3%	+$2.78K	0.01%	269
2022 Q1	$122K	Hold	12,949	–	–	0.02%	276
2021 Q4	$205K	Hold	12,949	–	–	0.03%	291
2021 Q3	$206K	Buy	+12,949	New	+$203K	0.03%	289

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

Norges Bank Oslo, Norway $1T AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

GPI Capital New York $287M AUM 42.76% 1-Year Est. Return

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Proficio Capital Partners's SOFI Position: Q1 2023 in Review

Proficio Capital Partners sold out of SoFi Technologies (SOFI) in Q1 2023, closing a stake of 13,991 shares — an estimated $65.3K sold.

Proficio Capital Partners first reported a position in SOFI in Q3 2021 and held it in 6 quarters. The position peaked at $206K in Q3 2021. 531 funds tracked by Wall St. Rank hold SOFI as of Q1 2023.

Proficio Capital Partners reported no remaining SoFi Technologies position as of Q1 2023 after selling out during the quarter.
Proficio Capital Partners sold 13,991 SoFi Technologies shares in Q1 2023, an estimated $65.3K.
Proficio Capital Partners first reported a position in SoFi Technologies in Q3 2021 and held it in 6 quarters.
Proficio Capital Partners's SoFi Technologies position peaked at $206K in Q3 2021.
531 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2023.

Based on Proficio Capital Partners's 13F filing for Q1 2023, filed 19 Apr 2023.