Sweeney & Michel’s SoFi Technologies SOFI Stock Holding History

Sweeney & Michel’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 Q3	–	Sell	-28,138	Closed	-$262K	–	107
2023 Q2	$262K	Sell	28,138 -17,221	-38%	-$112K	0.13%	92
2023 Q1	$347K	Buy	+45,359	New	+$275K	0.18%	84

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

Two Sigma Investments New York $124B AUM 33.93% 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 Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Sweeney & Michel's SOFI Position: Q3 2023 in Review

Sweeney & Michel sold out of SoFi Technologies (SOFI) in Q3 2023, closing a stake of 28,138 shares — an estimated $262K sold.

Sweeney & Michel first reported a position in SOFI in Q1 2023 and held it in 2 quarters. The position peaked at $347K in Q1 2023. 513 funds tracked by Wall St. Rank hold SOFI as of Q3 2023.

Sweeney & Michel reported no remaining SoFi Technologies position as of Q3 2023 after selling out during the quarter.
Sweeney & Michel sold 28,138 SoFi Technologies shares in Q3 2023, an estimated $262K.
Sweeney & Michel first reported a position in SoFi Technologies in Q1 2023 and held it in 2 quarters.
Sweeney & Michel's SoFi Technologies position peaked at $347K in Q1 2023.
513 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2023.

Based on Sweeney & Michel's 13F filing for Q3 2023, filed 9 Nov 2023.