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Wipfli Financial Advisors’s SoFi Technologies SOFI Stock Holding History

Wipfli Financial Advisors’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
Q3 		$13K Buy
+2,645
New +$16.7K ﹤0.01% 1759

Other funds holding SOFI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SLG
Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
DIV
DCM International VI Menlo Park, California $114M AUM 73.96% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
RCM
Riverwood Capital Management Menlo Park, California $43.2M AUM 24% 1-Year Est. Return

Wipfli Financial Advisors's SOFI Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in SoFi Technologies (SOFI) in Q3 2022: 2,645 shares worth $13K. The stake represents ﹤0.01% of the portfolio and ranks #1759 among its holdings.

492 funds tracked by Wall St. Rank hold SOFI as of Q3 2022.

  • Wipfli Financial Advisors held 2,645 shares of SoFi Technologies worth $13K as of Q3 2022.
  • SoFi Technologies was a new Wipfli Financial Advisors position in Q3 2022.
  • SoFi Technologies made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1759 holding.
  • 492 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.