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	–	1946
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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SLG

Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

TCI Wealth Advisors's SOFI Position: Q2 2023 in Review

TCI Wealth Advisors sold out of SoFi Technologies (SOFI) in Q2 2023, closing a stake of 285 shares — an estimated $1.73K sold.

TCI Wealth Advisors first reported a position in SOFI in Q3 2021 and held it in 7 quarters. The position peaked at $16K in Q4 2021. 517 funds tracked by Wall St. Rank hold SOFI as of Q2 2023.

TCI Wealth Advisors reported no remaining SoFi Technologies position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 285 SoFi Technologies shares in Q2 2023, an estimated $1.73K.
TCI Wealth Advisors first reported a position in SoFi Technologies in Q3 2021 and held it in 7 quarters.
TCI Wealth Advisors's SoFi Technologies position peaked at $16K in Q4 2021.
517 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.