SkyOak Wealth’s SoFi Technologies SOFI Stock Holding History

SkyOak Wealth’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	-12,044	Closed	-$73.1K	–	266
2023 Q1	$73.1K	Hold	12,044	–	–	0.02%	236
2022 Q4	$55.5K	Hold	12,044	–	–	0.02%	217
2022 Q3	$59K	Hold	12,044	–	–	0.02%	208
2022 Q2	$63K	Buy	+12,044	New	+$81.4K	0.02%	214

Other funds holding SOFI

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SLG

Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

SkyOak Wealth's SOFI Position: Q2 2023 in Review

SkyOak Wealth sold out of SoFi Technologies (SOFI) in Q2 2023, closing a stake of 12,044 shares — an estimated $73.1K sold.

SkyOak Wealth first reported a position in SOFI in Q2 2022 and held it in 4 quarters. The position peaked at $73.1K in Q1 2023. 517 funds tracked by Wall St. Rank hold SOFI as of Q2 2023.

SkyOak Wealth reported no remaining SoFi Technologies position as of Q2 2023 after selling out during the quarter.
SkyOak Wealth sold 12,044 SoFi Technologies shares in Q2 2023, an estimated $73.1K.
SkyOak Wealth first reported a position in SoFi Technologies in Q2 2022 and held it in 4 quarters.
SkyOak Wealth's SoFi Technologies position peaked at $73.1K in Q1 2023.
517 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2023.

Based on SkyOak Wealth's 13F filing for Q2 2023, filed 20 Jul 2023.