Psagot Value Holdings’s SoFi Technologies SOFI Stock Holding History

Psagot Value Holdings’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	-6,000	Closed	-$28K	–	598
2022 Q4	$28K	Buy	6,000 +2,000	+50%	+$9.92K	0.01%	295
2022 Q3	$20K	Hold	4,000	–	–	0.01%	287
2022 Q2	$21K	Sell	4,000 -6,000	-60%	-$40.5K	﹤0.01%	253
2022 Q1	$95K	Buy	10,000 +5,500	+122%	+$63.2K	0.02%	242
2021 Q4	$71K	Buy	+4,500	New	+$82.6K	0.01%	271

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

Psagot Value Holdings's SOFI Position: Q1 2023 in Review

Psagot Value Holdings sold out of SoFi Technologies (SOFI) in Q1 2023, closing a stake of 6,000 shares — an estimated $28K sold.

Psagot Value Holdings first reported a position in SOFI in Q4 2021 and held it in 5 quarters. The position peaked at $95K in Q1 2022. 531 funds tracked by Wall St. Rank hold SOFI as of Q1 2023.

Psagot Value Holdings reported no remaining SoFi Technologies position as of Q1 2023 after selling out during the quarter.
Psagot Value Holdings sold 6,000 SoFi Technologies shares in Q1 2023, an estimated $28K.
Psagot Value Holdings first reported a position in SoFi Technologies in Q4 2021 and held it in 5 quarters.
Psagot Value Holdings's SoFi Technologies position peaked at $95K in Q1 2022.
531 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2023.

Based on Psagot Value Holdings's 13F filing for Q1 2023, filed 20 Jun 2023.