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Symmetry Investments’s SoFi Technologies SOFI Stock Holding History

Symmetry Investments’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
2025
Q3 		– Sell
-450,000
Closed -$8.19M – 181
2025
Q2 		$8.19M Buy
+450,000
New +$5.93M 0.57% 22
2021
Q3 		– Sell
-19,700
Closed -$3K – 151
2021
Q2 		$3K Buy
+19,700
New +$365K ﹤0.01% 89

Other funds holding SOFI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Symmetry Investments's SOFI Position: Q3 2021 in Review

Symmetry Investments sold out of SoFi Technologies (SOFI) in Q3 2021, closing a stake of 40,000 shares — an estimated $767K sold.

Symmetry Investments first reported a position in SOFI in Q2 2021 and held it in 1 quarter. The position peaked at $767K in Q2 2021. 307 funds tracked by Wall St. Rank hold SOFI as of Q3 2021.

  • Symmetry Investments reported no remaining SoFi Technologies position as of Q3 2021 after selling out during the quarter.
  • Symmetry Investments sold 40,000 SoFi Technologies shares in Q3 2021, an estimated $767K.
  • Symmetry Investments first reported a position in SoFi Technologies in Q2 2021 and held it in 1 quarter.
  • Symmetry Investments's SoFi Technologies position peaked at $767K in Q2 2021.
  • 307 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2021.

Based on Symmetry Investments's 13F filing for Q3 2021, filed 12 Nov 2021.