V Wealth Advisors’s SoFi Technologies SOFI Stock Holding History

V 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 Q3	–	Sell	-24,094	Closed	-$201K	–	320
2023 Q2	$201K	Sell	24,094 -536	-2%	-$3.49K	0.03%	368
2023 Q1	$150K	Sell	24,630 -8,963	-27%	-$54.4K	0.03%	369
2022 Q4	$155K	Buy	33,593 +1,800	+6%	+$8.93K	0.03%	354
2022 Q3	$155K	Sell	31,793 -1,986	-6%	-$12.6K	0.03%	362
2022 Q2	$178K	Buy	+33,779	New	+$228K	0.03%	394
2022 Q1	–	Sell	-30,370	Closed	-$480K	–	474
2021 Q4	$480K	Buy	+30,370	New	+$557K	0.07%	264

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

V Wealth Advisors's SOFI Position: Q3 2023 in Review

V Wealth Advisors sold out of SoFi Technologies (SOFI) in Q3 2023, closing a stake of 24,094 shares — an estimated $201K sold.

V Wealth Advisors first reported a position in SOFI in Q4 2021 and held it in 6 quarters. The position peaked at $480K in Q4 2021. 513 funds tracked by Wall St. Rank hold SOFI as of Q3 2023.

V Wealth Advisors reported no remaining SoFi Technologies position as of Q3 2023 after selling out during the quarter.
V Wealth Advisors sold 24,094 SoFi Technologies shares in Q3 2023, an estimated $201K.
V Wealth Advisors first reported a position in SoFi Technologies in Q4 2021 and held it in 6 quarters.
V Wealth Advisors's SoFi Technologies position peaked at $480K in Q4 2021.
513 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.