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WealthPlan Investment Management’s SoFi Technologies SOFI Stock Holding History

WealthPlan 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
2023
Q3 		– Sell
-419
Closed -$3.49K – 322
2023
Q2 		$3.49K Hold
419
– – ﹤0.01% 309
2023
Q1 		$2.54K Buy
+419
New +$2.54K ﹤0.01% 385

Other funds holding SOFI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 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
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WealthPlan Investment Management's SOFI Position: Q3 2023 in Review

WealthPlan Investment Management sold out of SoFi Technologies (SOFI) in Q3 2023, closing a stake of 419 shares — an estimated $3.49K sold.

WealthPlan Investment Management first reported a position in SOFI in Q1 2023 and held it in 2 quarters. The position peaked at $3.49K in Q2 2023. 513 funds tracked by Wall St. Rank hold SOFI as of Q3 2023.

  • WealthPlan Investment Management reported no remaining SoFi Technologies position as of Q3 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 419 SoFi Technologies shares in Q3 2023, an estimated $3.49K.
  • WealthPlan Investment Management first reported a position in SoFi Technologies in Q1 2023 and held it in 2 quarters.
  • WealthPlan Investment Management's SoFi Technologies position peaked at $3.49K in Q2 2023.
  • 513 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2023.

Based on WealthPlan Investment Management's 13F filing for Q3 2023, filed 9 Nov 2023.