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USCA RIA’s SoFi Technologies SOFI Stock Holding History

USCA RIA’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
2021
Q2 		$249K Buy
+13,000
New +$241K 0.02% 507

Other funds holding SOFI

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
GC
GPI Capital New York $287M AUM 42.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
IVMX
Institutional Venture Management XIV Menlo Park, California $67.7M AUM 8.12% 1-Year Est. Return
AGFVA
Accel Growth Fund V Associates Palo Alto, California $81.7M AUM 29.05% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

USCA RIA's SOFI Position: Q2 2021 in Review

USCA RIA opened a new position in SoFi Technologies (SOFI) in Q2 2021: 13,000 shares worth $249K. The stake represents 0.02% of the portfolio and ranks #507 among its holdings.

234 funds tracked by Wall St. Rank hold SOFI as of Q2 2021.

  • USCA RIA held 13,000 shares of SoFi Technologies worth $249K as of Q2 2021.
  • SoFi Technologies was a new USCA RIA position in Q2 2021.
  • SoFi Technologies made up 0.02% of USCA RIA's portfolio in Q2 2021, its #507 holding.
  • 234 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2021.

Based on USCA RIA's 13F filing for Q2 2021, filed 28 Jul 2021.