RWB
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RMR Wealth Builders’s SoFi Technologies SOFI Stock Holding History

RMR Wealth Builders’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
Q2 		– Sell
-65
Closed -$1K – 627
2021
Q1 		$1K Buy
+65
New +$1.28K ﹤0.01% 769

Other funds holding SOFI

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
GC
GPI Capital New York $287M AUM 42.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
IVMX
Institutional Venture Management XIV Menlo Park, California $67.7M AUM 8.12% 1-Year Est. Return
AGFVA
Accel Growth Fund V Associates Palo Alto, California $81.7M AUM 29.05% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

RMR Wealth Builders's SOFI Position: Q2 2021 in Review

RMR Wealth Builders sold out of SoFi Technologies (SOFI) in Q2 2021, closing a stake of 65 shares — an estimated $1K sold.

RMR Wealth Builders first reported a position in SOFI in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 234 funds tracked by Wall St. Rank hold SOFI as of Q2 2021.

  • RMR Wealth Builders reported no remaining SoFi Technologies position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 65 SoFi Technologies shares in Q2 2021, an estimated $1K.
  • RMR Wealth Builders first reported a position in SoFi Technologies in Q1 2021 and held it in 1 quarter.
  • RMR Wealth Builders's SoFi Technologies position peaked at $1K in Q1 2021.
  • 234 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.