Rational Advisors’s SoFi Technologies SOFI Stock Holding History

Rational 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
2021 Q4	–	Sell	-61,645	Closed	-$979K	–	204
2021 Q3	$979K	Buy	+61,645	New	+$966K	0.08%	101

Other funds holding SOFI

SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

SLG

Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

DIV

DCM International VI Menlo Park, California $114M AUM 73.96% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Rational Advisors's SOFI Position: Q4 2021 in Review

Rational Advisors sold out of SoFi Technologies (SOFI) in Q4 2021, closing a stake of 61,645 shares — an estimated $979K sold.

Rational Advisors first reported a position in SOFI in Q3 2021 and held it in 1 quarter. The position peaked at $979K in Q3 2021. 446 funds tracked by Wall St. Rank hold SOFI as of Q4 2021.

Rational Advisors reported no remaining SoFi Technologies position as of Q4 2021 after selling out during the quarter.
Rational Advisors sold 61,645 SoFi Technologies shares in Q4 2021, an estimated $979K.
Rational Advisors first reported a position in SoFi Technologies in Q3 2021 and held it in 1 quarter.
Rational Advisors's SoFi Technologies position peaked at $979K in Q3 2021.
446 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2021.

Based on Rational Advisors's 13F filing for Q4 2021, filed 10 Feb 2022.