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Total Clarity Wealth Management’s SoFi Technologies SOFI Stock Holding History

Total Clarity Wealth Management’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
2022
Q4 		– Sell
-39,790
Closed -$194K – 260
2022
Q3 		$194K Sell
39,790
-650
-2% -$4.11K 0.12% 224
2022
Q2 		$213K Sell
40,440
-16,650
-29% -$113K 0.11% 190
2022
Q1 		$540K Buy
57,090
+600
+1% +$6.89K 0.3% 94
2021
Q4 		$893K Buy
56,490
+53,690
+1,918% +$985K 0.41% 64
2021
Q3 		$44K Buy
+2,800
New +$43.9K 0.02% 431

Other funds holding SOFI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
GC
GPI Capital New York $287M AUM 42.76% 1-Year Est. Return

Total Clarity Wealth Management's SOFI Position: Q4 2022 in Review

Total Clarity Wealth Management sold out of SoFi Technologies (SOFI) in Q4 2022, closing a stake of 39,790 shares — an estimated $194K sold.

Total Clarity Wealth Management first reported a position in SOFI in Q3 2021 and held it in 5 quarters. The position peaked at $893K in Q4 2021. 512 funds tracked by Wall St. Rank hold SOFI as of Q4 2022.

  • Total Clarity Wealth Management reported no remaining SoFi Technologies position as of Q4 2022 after selling out during the quarter.
  • Total Clarity Wealth Management sold 39,790 SoFi Technologies shares in Q4 2022, an estimated $194K.
  • Total Clarity Wealth Management first reported a position in SoFi Technologies in Q3 2021 and held it in 5 quarters.
  • Total Clarity Wealth Management's SoFi Technologies position peaked at $893K in Q4 2021.
  • 512 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2022.

Based on Total Clarity Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.