SS
SOFI icon

Simplicity Solutions’s SoFi Technologies SOFI Stock Holding History

Simplicity Solutions’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
Q4 		$111K Sell
11,193
-6,192
-36% -$49.2K ﹤0.01% 1012
2023
Q3 		$139K Buy
17,385
+5,147
+42% +$45.3K ﹤0.01% 923
2023
Q2 		$102K Sell
12,238
-10,549
-46% -$68.8K ﹤0.01% 1006
2023
Q1 		$138K Buy
+22,787
New +$138K ﹤0.01% 1045

Other funds holding SOFI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Simplicity Solutions's SOFI Position: Q4 2023 in Review

Simplicity Solutions reduced its SoFi Technologies (SOFI) stake by 36% in Q4 2023, selling an estimated $49.2K and leaving 11,193 shares worth $111K. The position accounts for ﹤0.01% of the portfolio, ranked #1012.

Simplicity Solutions first reported a position in SOFI in Q1 2023 and has held it in 4 quarters since. The position peaked at $139K in Q3 2023. 571 funds tracked by Wall St. Rank hold SOFI as of Q4 2023.

  • Simplicity Solutions held 11,193 shares of SoFi Technologies worth $111K as of Q4 2023.
  • Simplicity Solutions sold 6,192 SoFi Technologies shares in Q4 2023, an estimated $49.2K.
  • SoFi Technologies made up ﹤0.01% of Simplicity Solutions's portfolio in Q4 2023, its #1012 holding.
  • Simplicity Solutions first reported a position in SoFi Technologies in Q1 2023 and has held it in 4 quarters since.
  • Simplicity Solutions's SoFi Technologies position peaked at $139K in Q3 2023.
  • 571 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.