Sloy Dahl & Holst’s SoFi Technologies SOFI Stock Holding History

Sloy Dahl & Holst’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	-11,349	Closed	-$90.7K	–	91
2023 Q3	$90.7K	Buy	+11,349	New	+$99.8K	0.02%	80

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

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sloy Dahl & Holst's SOFI Position: Q4 2023 in Review

Sloy Dahl & Holst sold out of SoFi Technologies (SOFI) in Q4 2023, closing a stake of 11,349 shares — an estimated $90.7K sold.

Sloy Dahl & Holst first reported a position in SOFI in Q3 2023 and held it in 1 quarter. The position peaked at $90.7K in Q3 2023. 571 funds tracked by Wall St. Rank hold SOFI as of Q4 2023.

Sloy Dahl & Holst reported no remaining SoFi Technologies position as of Q4 2023 after selling out during the quarter.
Sloy Dahl & Holst sold 11,349 SoFi Technologies shares in Q4 2023, an estimated $90.7K.
Sloy Dahl & Holst first reported a position in SoFi Technologies in Q3 2023 and held it in 1 quarter.
Sloy Dahl & Holst's SoFi Technologies position peaked at $90.7K in Q3 2023.
571 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2023.

Based on Sloy Dahl & Holst's 13F filing for Q4 2023, filed 30 Jan 2024.