Silicon Hills Wealth Management’s SoFi Technologies SOFI Stock Holding History

Silicon Hills Wealth Management’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	-19,792	Closed	-$120K	–	86
2023 Q1	$120K	Hold	19,792	–	–	0.07%	83
2022 Q4	$91.2K	Hold	19,792	–	–	0.07%	92
2022 Q3	$97K	Hold	19,792	–	–	0.08%	90
2022 Q2	$104K	Hold	19,792	–	–	0.08%	95
2022 Q1	$187K	Hold	19,792	–	–	0.12%	105
2021 Q4	$313K	Hold	19,792	–	–	0.19%	94
2021 Q3	$314K	Hold	19,792	–	–	0.22%	90
2021 Q2	$379K	Hold	19,792	–	–	0.29%	66
2021 Q1	$339K	Buy	+19,792	New	+$391K	0.31%	70

Other funds holding SOFI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Silicon Hills Wealth Management's SOFI Position: Q2 2023 in Review

Silicon Hills Wealth Management sold out of SoFi Technologies (SOFI) in Q2 2023, closing a stake of 19,792 shares — an estimated $120K sold.

Silicon Hills Wealth Management first reported a position in SOFI in Q1 2021 and held it in 9 quarters. The position peaked at $379K in Q2 2021. 517 funds tracked by Wall St. Rank hold SOFI as of Q2 2023.

Silicon Hills Wealth Management reported no remaining SoFi Technologies position as of Q2 2023 after selling out during the quarter.
Silicon Hills Wealth Management sold 19,792 SoFi Technologies shares in Q2 2023, an estimated $120K.
Silicon Hills Wealth Management first reported a position in SoFi Technologies in Q1 2021 and held it in 9 quarters.
Silicon Hills Wealth Management's SoFi Technologies position peaked at $379K in Q2 2021.
517 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2023.

Based on Silicon Hills Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.