Sugarloaf Wealth Management’s SoFi Technologies SOFI Stock Holding History

Sugarloaf 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 Q4	–	Sell	-456	Closed	-$3.64K	–	702
2023 Q3	$3.64K	Buy	+456	New	+$4.01K	﹤0.01%	562

Other funds holding SOFI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T 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 New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sugarloaf Wealth Management's SOFI Position: Q4 2023 in Review

Sugarloaf Wealth Management sold out of SoFi Technologies (SOFI) in Q4 2023, closing a stake of 456 shares — an estimated $3.64K sold.

Sugarloaf Wealth Management first reported a position in SOFI in Q3 2023 and held it in 1 quarter. The position peaked at $3.64K in Q3 2023. 571 funds tracked by Wall St. Rank hold SOFI as of Q4 2023.

Sugarloaf Wealth Management reported no remaining SoFi Technologies position as of Q4 2023 after selling out during the quarter.
Sugarloaf Wealth Management sold 456 SoFi Technologies shares in Q4 2023, an estimated $3.64K.
Sugarloaf Wealth Management first reported a position in SoFi Technologies in Q3 2023 and held it in 1 quarter.
Sugarloaf Wealth Management's SoFi Technologies position peaked at $3.64K in Q3 2023.
571 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2023.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2023, filed 10 Jan 2024.