SFP
SOFI icon

Sandbox Financial Partners’s SoFi Technologies SOFI Stock Holding History

Sandbox Financial Partners’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
Q3 		– Sell
-11,062
Closed -$212K – 109
2021
Q2 		$212K Buy
11,062
+264
+2% +$4.89K 0.16% 81
2021
Q1 		$186K Buy
+10,798
New +$213K 0.15% 78

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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GC
GPI Capital New York $287M AUM 42.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AGFVA
Accel Growth Fund V Associates Palo Alto, California $81.7M AUM 29.05% 1-Year Est. Return

Sandbox Financial Partners's SOFI Position: Q3 2021 in Review

Sandbox Financial Partners sold out of SoFi Technologies (SOFI) in Q3 2021, closing a stake of 11,062 shares — an estimated $212K sold.

Sandbox Financial Partners first reported a position in SOFI in Q1 2021 and held it in 2 quarters. The position peaked at $212K in Q2 2021. 307 funds tracked by Wall St. Rank hold SOFI as of Q3 2021.

  • Sandbox Financial Partners reported no remaining SoFi Technologies position as of Q3 2021 after selling out during the quarter.
  • Sandbox Financial Partners sold 11,062 SoFi Technologies shares in Q3 2021, an estimated $212K.
  • Sandbox Financial Partners first reported a position in SoFi Technologies in Q1 2021 and held it in 2 quarters.
  • Sandbox Financial Partners's SoFi Technologies position peaked at $212K in Q2 2021.
  • 307 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2021.

Based on Sandbox Financial Partners's 13F filing for Q3 2021, filed 12 Nov 2021.