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TCI Wealth Advisors’s SoFi Technologies SOFI Stock Holding History

TCI Wealth Advisors’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
Q2 		– Sell
-285
Closed -$1.73K – 1947
2023
Q1 		$1.73K Hold
285
– – ﹤0.01% 2000
2022
Q4 		$1.31K Sell
285
-420
-60% -$2.08K ﹤0.01% 2067
2022
Q3 		$3K Hold
705
– – ﹤0.01% 1836
2022
Q2 		$4K Buy
705
+75
+12% +$507 ﹤0.01% 1692
2022
Q1 		$6K Sell
630
-389
-38% -$4.47K ﹤0.01% 1461
2021
Q4 		$16K Buy
1,019
+400
+65% +$7.34K ﹤0.01% 838
2021
Q3 		$10K Buy
+619
New +$9.7K ﹤0.01% 1123

Other funds holding SOFI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM