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SFMG Wealth Advisors’s SoFi Technologies SOFI Stock Holding History

SFMG Wealth Advisors’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
2022
Q2 		– Sell
-13,497
Closed -$128K – 309
2022
Q1 		$128K Buy
+13,497
New +$155K 0.01% 279

Other funds holding SOFI

SoftBank Group
SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 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 $4.58B AUM 24.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DIV
DCM International VI Menlo Park, California $114M AUM 73.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RCM
Riverwood Capital Management Menlo Park, California $43.2M AUM 24% 1-Year Est. Return

SFMG Wealth Advisors's SOFI Position: Q2 2022 in Review

SFMG Wealth Advisors sold out of SoFi Technologies (SOFI) in Q2 2022, closing a stake of 13,497 shares — an estimated $128K sold.

SFMG Wealth Advisors first reported a position in SOFI in Q1 2022 and held it in 1 quarter. The position peaked at $128K in Q1 2022. 467 funds tracked by Wall St. Rank hold SOFI as of Q2 2022.

  • SFMG Wealth Advisors reported no remaining SoFi Technologies position as of Q2 2022 after selling out during the quarter.
  • SFMG Wealth Advisors sold 13,497 SoFi Technologies shares in Q2 2022, an estimated $128K.
  • SFMG Wealth Advisors first reported a position in SoFi Technologies in Q1 2022 and held it in 1 quarter.
  • SFMG Wealth Advisors's SoFi Technologies position peaked at $128K in Q1 2022.
  • 467 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2022.

Based on SFMG Wealth Advisors's 13F filing for Q2 2022, filed 8 Aug 2022.