RFA
SOFI icon

Reilly Financial Advisors’s SoFi Technologies SOFI Stock Holding History

Reilly 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
2021
Q4 		$14K Buy
855
+108
+14% +$1.98K ﹤0.01% 648
2021
Q3 		$12K Buy
747
+530
+244% +$8.31K ﹤0.01% 637
2021
Q2 		$4K Buy
+217
New +$4.02K ﹤0.01% 837

Other funds holding SOFI

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
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
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
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GC
GPI Capital New York $287M AUM 42.76% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Reilly Financial Advisors's SOFI Position: Q4 2021 in Review

Reilly Financial Advisors increased its SoFi Technologies (SOFI) stake by 14% in Q4 2021, buying an estimated $1.98K and bringing the position to 855 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #648.

Reilly Financial Advisors first reported a position in SOFI in Q2 2021 and has held it in 3 quarters since. 446 funds tracked by Wall St. Rank hold SOFI as of Q4 2021.

  • Reilly Financial Advisors held 855 shares of SoFi Technologies worth $14K as of Q4 2021.
  • Reilly Financial Advisors bought 108 SoFi Technologies shares in Q4 2021, an estimated $1.98K.
  • SoFi Technologies made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #648 holding.
  • Reilly Financial Advisors first reported a position in SoFi Technologies in Q2 2021 and has held it in 3 quarters since.
  • 446 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.