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Steph & Co’s SoFi Technologies SOFI Stock Holding History

Steph & Co’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
-500
Closed -$4K – 289
2023
Q3 		$4K Hold
500
– – ﹤0.01% 282
2023
Q2 		$4.17K Hold
500
– – ﹤0.01% 234
2023
Q1 		$3.04K Hold
500
– – ﹤0.01% 232
2022
Q4 		$2K Hold
500
– – ﹤0.01% 240
2022
Q3 		$2K Hold
500
– – ﹤0.01% 226
2022
Q2 		$3K Hold
500
– – ﹤0.01% 225
2022
Q1 		$5K Buy
+500
New +$5.74K ﹤0.01% 284

Other funds holding SOFI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return