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Worth Asset Management’s SoFi Technologies SOFI Stock Holding History

Worth Asset Management’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 		– Sell
-150
Closed -$1K – 551
2022
Q2 		$1K Hold
150
– – ﹤0.01% 511
2022
Q1 		$1K Buy
+150
New +$1.72K ﹤0.01% 518

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 $3.37T AUM 44.26% 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

Worth Asset Management's SOFI Position: Q3 2022 in Review

Worth Asset Management sold out of SoFi Technologies (SOFI) in Q3 2022, closing a stake of 150 shares — an estimated $1K sold.

Worth Asset Management first reported a position in SOFI in Q1 2022 and held it in 2 quarters. The position peaked at $1K in Q2 2022. 492 funds tracked by Wall St. Rank hold SOFI as of Q3 2022.

  • Worth Asset Management reported no remaining SoFi Technologies position as of Q3 2022 after selling out during the quarter.
  • Worth Asset Management sold 150 SoFi Technologies shares in Q3 2022, an estimated $1K.
  • Worth Asset Management first reported a position in SoFi Technologies in Q1 2022 and held it in 2 quarters.
  • Worth Asset Management's SoFi Technologies position peaked at $1K in Q2 2022.
  • 492 funds tracked by Wall St. Rank held SoFi Technologies as of Q3 2022.

Based on Worth Asset Management's 13F filing for Q3 2022, filed 7 Oct 2022.