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Provence Wealth Management Group’s SoFi Technologies SOFI Stock Holding History

Provence Wealth Management 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
Q4 		$9.95K Sell
1,000
-600
-38% -$4.77K 0.01% 312
2023
Q3 		$12.8K Buy
+1,600
New +$14.1K 0.01% 287

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Provence Wealth Management Group's SOFI Position: Q4 2023 in Review

Provence Wealth Management Group reduced its SoFi Technologies (SOFI) stake by 38% in Q4 2023, selling an estimated $4.77K and leaving 1,000 shares worth $9.95K. The position accounts for 0.01% of the portfolio, ranked #312.

Provence Wealth Management Group first reported a position in SOFI in Q3 2023 and has held it in 2 quarters since. The position peaked at $12.8K in Q3 2023. 571 funds tracked by Wall St. Rank hold SOFI as of Q4 2023.

  • Provence Wealth Management Group held 1,000 shares of SoFi Technologies worth $9.95K as of Q4 2023.
  • Provence Wealth Management Group sold 600 SoFi Technologies shares in Q4 2023, an estimated $4.77K.
  • SoFi Technologies made up 0.01% of Provence Wealth Management Group's portfolio in Q4 2023, its #312 holding.
  • Provence Wealth Management Group first reported a position in SoFi Technologies in Q3 2023 and has held it in 2 quarters since.
  • Provence Wealth Management Group's SoFi Technologies position peaked at $12.8K in Q3 2023.
  • 571 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.