Foresight Wealth Management »

Sofi Technologies shares owned by Foresight Wealth Management

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

Historical chart of Foresight Wealth Management investment in Sofi Technologies

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Sofi Technologies by Foresight Wealth Management

Quarter filed Position value Share count Share price at filing
2022-12-31 $151k 33k 4.61
2022-09-30 $171k 35k 4.88
2022-06-30 $194k 37k 5.27
2022-03-31 $118k 13k 9.44
2021-12-31 $198k 13k 15.84

More positions owned by Foresight Wealth Management

Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Apple (AAPL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Invesco Exch Traded Fd Tr Ii Ftse Rafi Emng (PXH)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Global X Fds Us Pfd Etf (PFFD)
Fs Kkr Capital Corp (FSK)
Ishares Tr Cre U S Reit Etf (USRT)
Ishares Msci Gbl Min Vol (ACWV)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Gladstone Ld (LAND)
Cion Invt Corp (CION)
Sofi Technologies (SOFI)

View all positions for Foresight 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