Stockman Wealth Management’s SoFi Technologies SOFI Stock Holding History

Stockman Wealth 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	-16,500	Closed	-$76.1K	–	210
2022 Q4	$76.1K	Buy	+16,500	New	+$81.8K	0.02%	194
2022 Q2	–	Sell	-20,000	Closed	-$189K	–	194
2022 Q1	$189K	Hold	20,000	–	–	0.04%	191
2021 Q4	$316K	Buy	20,000 +2,576	+15%	+$47.3K	0.06%	158
2021 Q3	$277K	Buy	+17,424	New	+$273K	0.06%	163

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

GPI Capital New York $287M AUM 42.76% 1-Year Est. Return

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Stockman Wealth Management's SOFI Position: Q1 2023 in Review

Stockman Wealth Management sold out of SoFi Technologies (SOFI) in Q1 2023, closing a stake of 16,500 shares — an estimated $76.1K sold.

Stockman Wealth Management first reported a position in SOFI in Q3 2021 and held it in 4 quarters. The position peaked at $316K in Q4 2021. 531 funds tracked by Wall St. Rank hold SOFI as of Q1 2023.

Stockman Wealth Management reported no remaining SoFi Technologies position as of Q1 2023 after selling out during the quarter.
Stockman Wealth Management sold 16,500 SoFi Technologies shares in Q1 2023, an estimated $76.1K.
Stockman Wealth Management first reported a position in SoFi Technologies in Q3 2021 and held it in 4 quarters.
Stockman Wealth Management's SoFi Technologies position peaked at $316K in Q4 2021.
531 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2023.

Based on Stockman Wealth Management's 13F filing for Q1 2023, filed 4 May 2023.