Retireful LLC’s SoFi Technologies SOFI Stock Holding History

Retireful LLC’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 Q3	–	Sell	-239,963	Closed	-$2M	–	114
2023 Q2	$2M	Buy	+239,963	New	+$1.56M	0.76%	40

Other funds holding SOFI

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

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

SLG

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Retireful LLC's SOFI Position: Q3 2023 in Review

Retireful LLC sold out of SoFi Technologies (SOFI) in Q3 2023, closing a stake of 239,963 shares — an estimated $2M sold.

Retireful LLC first reported a position in SOFI in Q2 2023 and held it in 1 quarter. The position peaked at $2M in Q2 2023. 513 funds tracked by Wall St. Rank hold SOFI as of Q3 2023.

Retireful LLC reported no remaining SoFi Technologies position as of Q3 2023 after selling out during the quarter.
Retireful LLC sold 239,963 SoFi Technologies shares in Q3 2023, an estimated $2M.
Retireful LLC first reported a position in SoFi Technologies in Q2 2023 and held it in 1 quarter.
Retireful LLC's SoFi Technologies position peaked at $2M in Q2 2023.
513 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2023.

Based on Retireful LLC's 13F filing for Q3 2023, filed 5 Oct 2023.