TCWP’s SoFi Technologies SOFI Stock Holding History

TCWP’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 Q1	–	Sell	-16,398	Closed	-$75.6K	–	283
2022 Q4	$75.6K	Buy	+16,398	New	+$81.3K	0.02%	251
2022 Q2	–	Sell	-198	Closed	-$1K	–	1522
2022 Q1	$1K	Buy	+198	New	+$2.27K	﹤0.01%	1624

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

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

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

Norges Bank Oslo, Norway $1T AUM

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

GPI Capital New York $287M AUM 42.76% 1-Year Est. Return

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

TCWP's SOFI Position: Q1 2023 in Review

TCWP sold out of SoFi Technologies (SOFI) in Q1 2023, closing a stake of 16,398 shares — an estimated $75.6K sold.

TCWP first reported a position in SOFI in Q1 2022 and held it in 2 quarters. The position peaked at $75.6K in Q4 2022. 531 funds tracked by Wall St. Rank hold SOFI as of Q1 2023.

TCWP reported no remaining SoFi Technologies position as of Q1 2023 after selling out during the quarter.
TCWP sold 16,398 SoFi Technologies shares in Q1 2023, an estimated $75.6K.
TCWP first reported a position in SoFi Technologies in Q1 2022 and held it in 2 quarters.
TCWP's SoFi Technologies position peaked at $75.6K in Q4 2022.
531 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2023.

Based on TCWP's 13F filing for Q1 2023, filed 15 May 2023.