WBC
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West Branch Capital’s SoFi Technologies SOFI Stock Holding History

West Branch Capital’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
2024
Q2 		– Sell
-6
Closed -$44 – 435
2024
Q1 		$44 Hold
6
– – ﹤0.01% 423
2023
Q4 		$60 Hold
6
– – ﹤0.01% 440
2023
Q3 		$48 Sell
6
-30
-83% -$264 ﹤0.01% 440
2023
Q2 		$301 Hold
36
– – ﹤0.01% 429
2023
Q1 		$219 Hold
36
– – ﹤0.01% 441
2022
Q4 		$166 Buy
36
+6
+20% +$30 ﹤0.01% 443
2022
Q3 		$0 Hold
30
– – ﹤0.01% 470
2022
Q2 		$0 Buy
+30
New +$203 ﹤0.01% 452

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SLG
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State Street
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Geode Capital Management
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Morgan Stanley
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AIM
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Norges Bank
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Dimensional Fund Advisors
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NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return