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RiverGlades Family Offices’s SoFi Technologies SOFI Stock Holding History

RiverGlades Family Offices’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
-12,810
Closed -$59.1K – 81
2022
Q4 		$59.1K Buy
+12,810
New +$63.5K 0.05% 76

Other funds holding SOFI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

RiverGlades Family Offices's SOFI Position: Q1 2023 in Review

RiverGlades Family Offices sold out of SoFi Technologies (SOFI) in Q1 2023, closing a stake of 12,810 shares — an estimated $59.1K sold.

RiverGlades Family Offices first reported a position in SOFI in Q4 2022 and held it in 1 quarter. The position peaked at $59.1K in Q4 2022. 531 funds tracked by Wall St. Rank hold SOFI as of Q1 2023.

  • RiverGlades Family Offices reported no remaining SoFi Technologies position as of Q1 2023 after selling out during the quarter.
  • RiverGlades Family Offices sold 12,810 SoFi Technologies shares in Q1 2023, an estimated $59.1K.
  • RiverGlades Family Offices first reported a position in SoFi Technologies in Q4 2022 and held it in 1 quarter.
  • RiverGlades Family Offices's SoFi Technologies position peaked at $59.1K in Q4 2022.
  • 531 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2023.

Based on RiverGlades Family Offices's 13F filing for Q1 2023, filed 12 May 2023.