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SOL Capital Management’s SoFi Technologies SOFI Stock Holding History

SOL Capital Management’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
Q1 		– Sell
-10,735
Closed -$49.5K – 281
2022
Q4 		$49.5K Hold
10,735
– – 0.01% 274
2022
Q3 		$52K Hold
10,735
– – 0.01% 261
2022
Q2 		$57K Buy
+10,735
New +$72.5K 0.01% 254

Other funds holding SOFI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
GC
GPI Capital New York $287M AUM 42.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

SOL Capital Management's SOFI Position: Q1 2023 in Review

SOL Capital Management sold out of SoFi Technologies (SOFI) in Q1 2023, closing a stake of 10,735 shares — an estimated $49.5K sold.

SOL Capital Management first reported a position in SOFI in Q2 2022 and held it in 3 quarters. The position peaked at $57K in Q2 2022. 531 funds tracked by Wall St. Rank hold SOFI as of Q1 2023.

  • SOL Capital Management reported no remaining SoFi Technologies position as of Q1 2023 after selling out during the quarter.
  • SOL Capital Management sold 10,735 SoFi Technologies shares in Q1 2023, an estimated $49.5K.
  • SOL Capital Management first reported a position in SoFi Technologies in Q2 2022 and held it in 3 quarters.
  • SOL Capital Management's SoFi Technologies position peaked at $57K in Q2 2022.
  • 531 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2023.

Based on SOL Capital Management's 13F filing for Q1 2023, filed 19 Apr 2023.