Woodmont Investment Counsel’s SoFi Technologies SOFI Stock Holding History

Woodmont Investment Counsel’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 Q2	–	Sell	-30,800	Closed	-$187K	–	246
2023 Q1	$187K	Sell	30,800 -7,122	-19%	-$43.2K	0.02%	240
2022 Q4	$175K	Buy	37,922 +5,000	+15%	+$24.8K	0.02%	249
2022 Q3	$161K	Sell	32,922 -4,200	-11%	-$26.6K	0.02%	239
2022 Q2	$196K	Buy	37,122 +10,000	+37%	+$67.6K	0.02%	234
2022 Q1	$256K	Buy	+27,122	New	+$311K	0.03%	223
2021 Q3	–	Sell	-12,150	Closed	-$233K	–	211
2021 Q2	$233K	Buy	12,150 +2,150	+22%	+$39.9K	0.04%	180
2021 Q1	$172K	Buy	+10,000	New	+$197K	0.03%	188

Other funds holding SOFI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SLG

Silver Lake Group Menlo Park, California $3.68B AUM 7.22% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Woodmont Investment Counsel's SOFI Position: Q2 2023 in Review

Woodmont Investment Counsel sold out of SoFi Technologies (SOFI) in Q2 2023, closing a stake of 30,800 shares — an estimated $187K sold.

Woodmont Investment Counsel first reported a position in SOFI in Q1 2021 and held it in 7 quarters. The position peaked at $256K in Q1 2022. 517 funds tracked by Wall St. Rank hold SOFI as of Q2 2023.

Woodmont Investment Counsel reported no remaining SoFi Technologies position as of Q2 2023 after selling out during the quarter.
Woodmont Investment Counsel sold 30,800 SoFi Technologies shares in Q2 2023, an estimated $187K.
Woodmont Investment Counsel first reported a position in SoFi Technologies in Q1 2021 and held it in 7 quarters.
Woodmont Investment Counsel's SoFi Technologies position peaked at $256K in Q1 2022.
517 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2023.

Based on Woodmont Investment Counsel's 13F filing for Q2 2023, filed 2 Aug 2023.