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Waverton Investment Management’s SoFi Technologies SOFI Stock Holding History

Waverton Investment 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
2022
Q2 		– Sell
-218,796
Closed -$2.07M – 79
2022
Q1 		$2.07M Buy
218,796
+28,960
+15% +$333K 0.07% 63
2021
Q4 		$3M Buy
+189,836
New +$3.48M 0.1% 57

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
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
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 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
DIV
DCM International VI Menlo Park, California $114M AUM 73.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Riverwood Capital Management Menlo Park, California $43.2M AUM 24% 1-Year Est. Return

Waverton Investment Management's SOFI Position: Q2 2022 in Review

Waverton Investment Management sold out of SoFi Technologies (SOFI) in Q2 2022, closing a stake of 218,796 shares — an estimated $2.07M sold.

Waverton Investment Management first reported a position in SOFI in Q4 2021 and held it in 2 quarters. The position peaked at $3M in Q4 2021. 468 funds tracked by Wall St. Rank hold SOFI as of Q2 2022.

  • Waverton Investment Management reported no remaining SoFi Technologies position as of Q2 2022 after selling out during the quarter.
  • Waverton Investment Management sold 218,796 SoFi Technologies shares in Q2 2022, an estimated $2.07M.
  • Waverton Investment Management first reported a position in SoFi Technologies in Q4 2021 and held it in 2 quarters.
  • Waverton Investment Management's SoFi Technologies position peaked at $3M in Q4 2021.
  • 468 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2022.

Based on Waverton Investment Management's 13F filing for Q2 2022, filed 13 Jul 2022.