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Sofi Technologies shares owned by Cassaday & Co Wealth Management

Quarter-by-quarter ownership of Sofi Technologies (SOFI) shares owned by Cassaday & Co Wealth Management from 13F filings

Historical chart of Cassaday & Co Wealth Management investment in Sofi Technologies

Tip: Access up to 7 years of quarterly data

All positions including Sofi Technologies held by Cassaday & Co Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Sofi Technologies by Cassaday & Co Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $100k 10k 9.95
2023-09-30 $80k 10k 7.99
2023-06-30 $83k 10k 8.34
2022-12-31 $61k 13k 4.61

More positions owned by Cassaday & Co Wealth Management

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World Gold Tr Spdr Gld Minis
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Ishares Tr Rus 2000 Grw Etf (IWO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)
Ishares Tr Rus Mdcp Val Etf (IWS)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Rus 2000 Val Etf (IWN)
Ishares Tr Rus 1000 Val Etf (IWD)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Apple (AAPL)
Ishares Tr Eafe Grwth Etf (EFG)

View all positions for Cassaday & Co Wealth Management

Top funds holding Sofi Technologies

Vanguard Group
Silver Lake Group
Goldman Sachs Group
Citadel Advisors
Two Sigma Investments
ARK Investment Management
Two Sigma Advisers
Sumitomo Mitsui Trust Holdings
Citigroup
D. E. Shaw & Co
Norges Bank Investment Management
Millennium Management
Charles Schwab Investment Management
Accel Growth Fund V Associates
Nikko Asset Management Americas

View all funds holding Sofi Technologies