World Equity Group’s SoFi Technologies SOFI Stock Holding History

World Equity Group’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	-4,279	Closed	-$424K	–	528
2023 Q1	$424K	Buy	+4,279	New	+$25.9K	0.06%	307

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

World Equity Group's SOFI Position: Q2 2023 in Review

World Equity Group sold out of SoFi Technologies (SOFI) in Q2 2023, closing a stake of 4,279 shares — an estimated $424K sold.

World Equity Group first reported a position in SOFI in Q1 2023 and held it in 1 quarter. The position peaked at $424K in Q1 2023. 517 funds tracked by Wall St. Rank hold SOFI as of Q2 2023.

World Equity Group reported no remaining SoFi Technologies position as of Q2 2023 after selling out during the quarter.
World Equity Group sold 4,279 SoFi Technologies shares in Q2 2023, an estimated $424K.
World Equity Group first reported a position in SoFi Technologies in Q1 2023 and held it in 1 quarter.
World Equity Group's SoFi Technologies position peaked at $424K in Q1 2023.
517 funds tracked by Wall St. Rank held SoFi Technologies as of Q2 2023.

Based on World Equity Group's 13F filing for Q2 2023, filed 26 Aug 2024.