Snowden Capital Advisors’s SoFi Technologies SOFI Stock Holding History

Snowden Capital 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 Q3	–	Sell	-15,375	Closed	-$128K	–	1183
2023 Q2	$128K	Buy	15,375 +1,250	+9%	+$8.15K	﹤0.01%	1134
2023 Q1	$85.7K	Buy	14,125 +2,325	+20%	+$14.1K	﹤0.01%	1120
2022 Q4	$54.4K	Buy	11,800 +426	+4%	+$2.11K	﹤0.01%	1109
2022 Q3	$55K	Sell	11,374 -1,200	-10%	-$7.59K	﹤0.01%	1089
2022 Q2	$66K	Buy	12,574 +2,024	+19%	+$13.7K	﹤0.01%	1088
2022 Q1	$99K	Sell	10,550 -13,434	-56%	-$154K	﹤0.01%	997
2021 Q4	$379K	Buy	23,984 +3,787	+19%	+$69.5K	0.02%	511
2021 Q3	$321K	Buy	20,197 +1,687	+9%	+$26.4K	0.02%	666
2021 Q2	$355K	Buy	+18,510	New	+$343K	0.02%	649

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

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

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

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

Snowden Capital Advisors's SOFI Position: Q3 2023 in Review

Snowden Capital Advisors sold out of SoFi Technologies (SOFI) in Q3 2023, closing a stake of 15,375 shares — an estimated $128K sold.

Snowden Capital Advisors first reported a position in SOFI in Q2 2021 and held it in 9 quarters. The position peaked at $379K in Q4 2021. 513 funds tracked by Wall St. Rank hold SOFI as of Q3 2023.

Snowden Capital Advisors reported no remaining SoFi Technologies position as of Q3 2023 after selling out during the quarter.
Snowden Capital Advisors sold 15,375 SoFi Technologies shares in Q3 2023, an estimated $128K.
Snowden Capital Advisors first reported a position in SoFi Technologies in Q2 2021 and held it in 9 quarters.
Snowden Capital Advisors's SoFi Technologies position peaked at $379K in Q4 2021.
513 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2023.

Based on Snowden Capital Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.