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Vantis Investment Advisers’s SoFi Technologies SOFI Stock Holding History

Vantis Investment Advisers’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
Q4 		$2.64M Buy
167,100
+35,500
+27% +$652K 2.74% 15
2021
Q3 		$2.09M Buy
+131,600
New +$2.06M 2.19% 19

Other funds holding SOFI

SoftBank Group
SoftBank Group Tokyo, Japan $11.4B AUM 27.91% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SLG
Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DIV
DCM International VI Menlo Park, California $114M AUM 73.96% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GC
GPI Capital New York $287M AUM 42.76% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vantis Investment Advisers's SOFI Position: Q4 2021 in Review

Vantis Investment Advisers increased its SoFi Technologies (SOFI) stake by 27% in Q4 2021, buying an estimated $652K and bringing the position to 167,100 shares worth $2.64M. The position accounts for 2.74% of the portfolio, ranked #15.

Vantis Investment Advisers first reported a position in SOFI in Q3 2021 and has held it in 2 quarters since. 446 funds tracked by Wall St. Rank hold SOFI as of Q4 2021.

  • Vantis Investment Advisers held 167,100 shares of SoFi Technologies worth $2.64M as of Q4 2021.
  • Vantis Investment Advisers bought 35,500 SoFi Technologies shares in Q4 2021, an estimated $652K.
  • SoFi Technologies made up 2.74% of Vantis Investment Advisers's portfolio in Q4 2021, its #15 holding.
  • Vantis Investment Advisers first reported a position in SoFi Technologies in Q3 2021 and has held it in 2 quarters since.
  • 446 funds tracked by Wall St. Rank held SoFi Technologies as of Q4 2021.

Based on Vantis Investment Advisers's 13F filing for Q4 2021, filed 9 Feb 2022.