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Sterling Investment Advisors (Pennsylvania)’s SoFi Technologies SOFI Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
2021
Q3 		– Sell
-75
Closed -$1K – 602
2021
Q2 		$1K Buy
+75
New +$1.39K ﹤0.01% 521

Other funds holding SOFI

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GC
GPI Capital New York $287M AUM 42.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AGFVA
Accel Growth Fund V Associates Palo Alto, California $89.8M AUM 8.28% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s SOFI Position: Q3 2021 in Review

Sterling Investment Advisors (Pennsylvania) sold out of SoFi Technologies (SOFI) in Q3 2021, closing a stake of 75 shares — an estimated $1K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in SOFI in Q2 2021 and held it in 1 quarter. The position peaked at $1K in Q2 2021. 307 funds tracked by Wall St. Rank hold SOFI as of Q3 2021.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining SoFi Technologies position as of Q3 2021 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 75 SoFi Technologies shares in Q3 2021, an estimated $1K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in SoFi Technologies in Q2 2021 and held it in 1 quarter.
  • Sterling Investment Advisors (Pennsylvania)'s SoFi Technologies position peaked at $1K in Q2 2021.
  • 307 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2021.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2021, filed 9 Nov 2021.