Vigilare Wealth Management’s SoFi Technologies SOFI Stock Holding History

Vigilare 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 Q2	–	Sell	-39,105	Closed	-$237K	–	100
2023 Q1	$237K	Sell	39,105 -4,598	-11%	-$27.9K	0.13%	85
2022 Q4	$201K	Sell	43,703 -8,950	-17%	-$44.4K	0.12%	103
2022 Q3	$257K	Buy	52,653 +9,030	+21%	+$57.1K	0.33%	77
2022 Q2	$230K	Sell	43,623 -38,278	-47%	-$259K	0.25%	97
2022 Q1	$774K	Sell	81,901 -25,627	-24%	-$294K	0.64%	41
2021 Q4	$1.7M	Buy	107,528 +6,593	+7%	+$121K	1%	22
2021 Q3	$1.6M	Buy	100,935 +56,662	+128%	+$888K	0.99%	24
2021 Q2	$849K	Buy	+44,273	New	+$821K	0.52%	48

Other funds holding SOFI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Vigilare Wealth Management's SOFI Position: Q2 2023 in Review

Vigilare Wealth Management sold out of SoFi Technologies (SOFI) in Q2 2023, closing a stake of 39,105 shares — an estimated $237K sold.

Vigilare Wealth Management first reported a position in SOFI in Q2 2021 and held it in 8 quarters. The position peaked at $1.7M in Q4 2021. 517 funds tracked by Wall St. Rank hold SOFI as of Q2 2023.

Vigilare Wealth Management reported no remaining SoFi Technologies position as of Q2 2023 after selling out during the quarter.
Vigilare Wealth Management sold 39,105 SoFi Technologies shares in Q2 2023, an estimated $237K.
Vigilare Wealth Management first reported a position in SoFi Technologies in Q2 2021 and held it in 8 quarters.
Vigilare Wealth Management's SoFi Technologies position peaked at $1.7M in Q4 2021.
517 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2023.

Based on Vigilare Wealth Management's 13F filing for Q2 2023, filed 11 Jul 2023.