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TriaGen Wealth Management’s SoFi Technologies SOFI Stock Holding History

TriaGen 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
2023
Q4 		– Sell
-31,453
Closed -$251K – 173
2023
Q3 		$251K Buy
31,453
+34
+0.1% +$299 0.13% 129
2023
Q2 		$262K Buy
+31,419
New +$205K 0.12% 143

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
SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TriaGen Wealth Management's SOFI Position: Q4 2023 in Review

TriaGen Wealth Management sold out of SoFi Technologies (SOFI) in Q4 2023, closing a stake of 31,453 shares — an estimated $251K sold.

TriaGen Wealth Management first reported a position in SOFI in Q2 2023 and held it in 2 quarters. The position peaked at $262K in Q2 2023. 571 funds tracked by Wall St. Rank hold SOFI as of Q4 2023.

  • TriaGen Wealth Management reported no remaining SoFi Technologies position as of Q4 2023 after selling out during the quarter.
  • TriaGen Wealth Management sold 31,453 SoFi Technologies shares in Q4 2023, an estimated $251K.
  • TriaGen Wealth Management first reported a position in SoFi Technologies in Q2 2023 and held it in 2 quarters.
  • TriaGen Wealth Management's SoFi Technologies position peaked at $262K in Q2 2023.
  • 571 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2023.

Based on TriaGen Wealth Management's 13F filing for Q4 2023, filed 23 Jan 2024.