Weiss Multi-Strategy Advisers’s SoFi Technologies SOFI Stock Holding History

Weiss Multi-Strategy 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
2023 Q4	–	Sell	-389,500	Closed	-$3.11M	–	674
2023 Q3	$3.11M	Sell	389,500 -1,455,500	-79%	-$12.8M	0.07%	312
2023 Q2	$15.4M	Buy	+1,845,000	New	+$12M	0.31%	84

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

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Weiss Multi-Strategy Advisers's SOFI Position: Q1 2023 in Review

Weiss Multi-Strategy Advisers sold out of SoFi Technologies (SOFI) in Q1 2023, closing a stake of 726,352 shares — an estimated $3.35M sold.

Weiss Multi-Strategy Advisers first reported a position in SOFI in Q2 2021 and held it in 3 quarters. The position peaked at $4.64M in Q3 2022. 531 funds tracked by Wall St. Rank hold SOFI as of Q1 2023.

Weiss Multi-Strategy Advisers reported no remaining SoFi Technologies position as of Q1 2023 after selling out during the quarter.
Weiss Multi-Strategy Advisers sold 726,352 SoFi Technologies shares in Q1 2023, an estimated $3.35M.
Weiss Multi-Strategy Advisers first reported a position in SoFi Technologies in Q2 2021 and held it in 3 quarters.
Weiss Multi-Strategy Advisers's SoFi Technologies position peaked at $4.64M in Q3 2022.
531 funds tracked by Wall St. Rank held SoFi Technologies as of Q1 2023.

Based on Weiss Multi-Strategy Advisers's 13F filing for Q1 2023, filed 15 May 2023.