SkyView Investment Advisors’s SoFi Technologies SOFI Stock Holding History

SkyView Investment 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
2023 Q4	–	Sell	-2,994	Closed	-$24K	–	439
2023 Q3	$24K	Sell	2,994 -17,313	-85%	-$152K	0.01%	312
2023 Q2	$169K	Hold	20,307	–	–	0.04%	365
2023 Q1	$123K	Buy	20,307 +3,150	+18%	+$19.1K	0.03%	367
2022 Q4	$79K	Hold	17,157	–	–	0.02%	367
2022 Q3	$84K	Hold	17,157	–	–	0.02%	401
2022 Q2	$91K	Sell	17,157 -7,006	-29%	-$47.3K	0.02%	439
2022 Q1	$186K	Buy	24,163 +14,163	+142%	+$163K	0.04%	427
2021 Q4	$158K	Buy	+10,000	New	+$184K	0.04%	418
2021 Q3	–	Sell	-43,050	Closed	-$738K	–	427
2021 Q2	$738K	Hold	43,050	–	–	0.34%	72
2021 Q1	$738K	Buy	+43,050	New	+$850K	0.33%	74

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SkyView Investment Advisors's SOFI Position: Q4 2023 in Review

SkyView Investment Advisors sold out of SoFi Technologies (SOFI) in Q4 2023, closing a stake of 2,994 shares — an estimated $24K sold.

SkyView Investment Advisors first reported a position in SOFI in Q1 2021 and held it in 10 quarters. The position peaked at $738K in Q2 2021. 571 funds tracked by Wall St. Rank hold SOFI as of Q4 2023.

SkyView Investment Advisors reported no remaining SoFi Technologies position as of Q4 2023 after selling out during the quarter.
SkyView Investment Advisors sold 2,994 SoFi Technologies shares in Q4 2023, an estimated $24K.
SkyView Investment Advisors first reported a position in SoFi Technologies in Q1 2021 and held it in 10 quarters.
SkyView Investment Advisors's SoFi Technologies position peaked at $738K in Q2 2021.
571 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2023.

Based on SkyView Investment Advisors's 13F filing for Q4 2023, filed 15 Feb 2024.