Summit Securities Group’s SoFi Technologies SOFI Stock Holding History

Summit Securities Group’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	-8,640	Closed	-$69K	–	889
2023 Q3	$69K	Buy	+8,640	New	+$76K	0.01%	245
2022 Q1	–	Sell	-288,900	Closed	-$4.57M	–	1338
2021 Q4	$4.57M	Buy	288,900 +3,000	+1%	+$55.1K	0.21%	87
2021 Q3	$4.54M	Buy	285,900 +209,140	+272%	+$3.28M	0.35%	68
2021 Q2	$1.47M	Buy	+76,760	New	+$1.42M	0.12%	180

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

Summit Securities Group's SOFI Position: Q4 2023 in Review

Summit Securities Group sold out of SoFi Technologies (SOFI) in Q4 2023, closing a stake of 8,640 shares — an estimated $69K sold.

Summit Securities Group first reported a position in SOFI in Q2 2021 and held it in 4 quarters. The position peaked at $4.57M in Q4 2021. 571 funds tracked by Wall St. Rank hold SOFI as of Q4 2023.

Summit Securities Group reported no remaining SoFi Technologies position as of Q4 2023 after selling out during the quarter.
Summit Securities Group sold 8,640 SoFi Technologies shares in Q4 2023, an estimated $69K.
Summit Securities Group first reported a position in SoFi Technologies in Q2 2021 and held it in 4 quarters.
Summit Securities Group's SoFi Technologies position peaked at $4.57M in Q4 2021.
571 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2023.

Based on Summit Securities Group's 13F filing for Q4 2023, filed 14 Feb 2024.