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Sender Company & Partners’s SoFi Technologies SOFI Stock Holding History

Sender Company & 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
2023
Q2 		– Sell
-10,780
Closed -$65.4K – 41
2023
Q1 		$65.4K Sell
10,780
-7,229
-40% -$43.8K 0.07% 42
2022
Q4 		$83K Buy
+18,009
New +$89.3K 0.11% 48

Other funds holding SOFI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Sender Company & Partners's SOFI Position: Q2 2023 in Review

Sender Company & Partners sold out of SoFi Technologies (SOFI) in Q2 2023, closing a stake of 10,780 shares — an estimated $65.4K sold.

Sender Company & Partners first reported a position in SOFI in Q4 2022 and held it in 2 quarters. The position peaked at $83K in Q4 2022. 517 funds tracked by Wall St. Rank hold SOFI as of Q2 2023.

  • Sender Company & Partners reported no remaining SoFi Technologies position as of Q2 2023 after selling out during the quarter.
  • Sender Company & Partners sold 10,780 SoFi Technologies shares in Q2 2023, an estimated $65.4K.
  • Sender Company & Partners first reported a position in SoFi Technologies in Q4 2022 and held it in 2 quarters.
  • Sender Company & Partners's SoFi Technologies position peaked at $83K in Q4 2022.
  • 517 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2023.

Based on Sender Company & Partners's 13F filing for Q2 2023, filed 14 Aug 2023.